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 | $72,143 | $65,364+10.4% | $92,909-22.4% | $72,975-1.1% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.0%+16.6pp | 69.5%+23.1pp |
| Annual return | -5.11% | 42.11%-47.2pp | 109.44%-114.6pp | 81.01%-86.1pp |
| Employer contribution / active EE | $7,376 | $2,594+184.3% | $3,653+101.9% | $2,440+202.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,292 | $4,251-46.1% | $5,795-60.5% | $5,124-55.3% |