Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $75,263 | $95,975-21.6% | $74,549+1.0% | $135,379-44.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.18% | 56.96%-67.1pp | 32.53%-42.7pp | 519.79%-530.0pp |
| Employer contribution / active EE | $7,778 | $2,716+186.4% | $1,961+296.6% | $4,779+62.8% |
| Participant deferral / active EE | $7,553 | $3,844+96.5% | $3,108+143.0% | $5,609+34.7% |
| Admin fee / account holder | $810 | $6,522-87.6% | $5,059-84.0% | $10,828-92.5% |