Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $62,371 | $105,200-40.7% | $159,474-60.9% | $85,847-27.3% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.8%+5.7pp | 69.3%+19.3pp |
| Annual return | -22.38% | 45.08%-67.5pp | 263.68%-286.1pp | 318.61%-341.0pp |
| Employer contribution / active EE | $7,714 | $3,319+132.4% | $4,831+59.7% | $2,565+200.7% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,600 | $6,934-33.7% | $10,802-57.4% | $6,261-26.5% |