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 | $64,490 | $135,645-52.5% | $110,243-41.5% | $135,379-52.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.76% | 513.24%-524.0pp | 314.76%-325.5pp | 519.79%-530.5pp |
| Employer contribution / active EE | $1,811 | $4,907-63.1% | $3,827-52.7% | $4,779-62.1% |
| Participant deferral / active EE | $7,227 | $5,507+31.2% | $4,672+54.7% | $5,609+28.8% |
| Admin fee / account holder | $1,004 | $11,458-91.2% | $8,548-88.3% | $10,828-90.7% |