Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,621 | $138,114-69.9% | $125,391-66.8% | $134,545-69.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.44% | 750.88%-772.3pp | 572.41%-593.8pp | 418.37%-439.8pp |
| Employer contribution / active EE | $21,338 | $5,246+306.8% | $4,816+343.1% | $4,742+350.0% |
| Participant deferral / active EE | $19,985 | $7,801+156.2% | $7,448+168.3% | $6,401+212.2% |
| Admin fee / account holder | $4,250 | $11,570-63.3% | $10,009-57.5% | $11,431-62.8% |