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 | $81,997 | $138,076-40.6% | $123,553-33.6% | $135,380-39.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.34% | 153.70%-163.0pp | 119.21%-128.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $3,137 | $5,152-39.1% | $4,628-32.2% | $4,779-34.4% |
| Participant deferral / active EE | $2,670 | $6,800-60.7% | $6,426-58.4% | $5,609-52.4% |
| Admin fee / account holder | $1,275 | $10,917-88.3% | $9,284-86.3% | $10,828-88.2% |