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 | $18,200 | $138,114-86.8% | $125,391-85.5% | $134,545-86.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.29% | 750.88%-775.2pp | 572.41%-596.7pp | 418.37%-442.7pp |
| Employer contribution / active EE | $3,765 | $5,246-28.2% | $4,816-21.8% | $4,742-20.6% |
| Participant deferral / active EE | $11,704 | $7,801+50.0% | $7,448+57.1% | $6,401+82.8% |
| Admin fee / account holder | $2,325 | $11,570-79.9% | $10,009-76.8% | $11,431-79.7% |