Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $112,376 | $138,102-18.6% | $125,381-10.4% | $134,532-16.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.53% | 750.73%-773.3pp | 572.31%-594.8pp | 418.27%-440.8pp |
| Employer contribution / active EE | $6,923 | $5,245+32.0% | $4,815+43.8% | $4,741+46.0% |
| Participant deferral / active EE | $10,504 | $7,801+34.7% | $7,448+41.0% | $6,401+64.1% |
| Admin fee / account holder | $960 | $11,568-91.7% | $10,007-90.4% | $11,429-91.6% |