Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $61,869 | $138,078-55.2% | $125,363-50.6% | $134,509-54.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -33.17% | 750.49%-783.7pp | 572.15%-605.3pp | 418.13%-451.3pp |
| Employer contribution / active EE | $15,592 | $5,245+197.3% | $4,815+223.8% | $4,741+228.9% |
| Participant deferral / active EE | $26,460 | $7,800+239.2% | $7,447+255.3% | $6,400+313.4% |
| Admin fee / account holder | $527 | $11,566-95.4% | $10,005-94.7% | $11,427-95.4% |