Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,494 | $226,090-83.0% | $182,531-78.9% | $152,885-74.8% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | -12.51% | 192.57%-205.1pp | 148.57%-161.1pp | 345.39%-357.9pp |
| Employer contribution / active EE | $6,500 | $4,978+30.6% | $4,075+59.5% | $4,763+36.5% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,458 | $10,705-86.4% | $8,593-83.0% | $11,598-87.4% |