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 | $91,727 | $138,114-33.6% | $125,391-26.8% | $134,545-31.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.69% | 750.88%-773.6pp | 572.41%-595.1pp | 418.37%-441.1pp |
| Employer contribution / active EE | $7,322 | $5,246+39.6% | $4,816+52.0% | $4,742+54.4% |
| Participant deferral / active EE | $11,126 | $7,801+42.6% | $7,448+49.4% | $6,401+73.8% |
| Admin fee / account holder | $659 | $11,570-94.3% | $10,009-93.4% | $11,431-94.2% |