Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,342 | $84,697-63.0% | $73,845-57.6% | $125,393-75.0% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -10.59% | 3123.66%-3134.3pp | 2267.91%-2278.5pp | 282.23%-292.8pp |
| Employer contribution / active EE | $17,022 | $3,123+445.0% | $2,788+510.6% | $4,866+249.8% |
| Participant deferral / active EE | $8,760 | $3,993+119.4% | $3,583+144.5% | $5,351+63.7% |
| Admin fee / account holder | $1,685 | $5,692-70.4% | $4,881-65.5% | $9,541-82.3% |