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 | $36,168 | $148,582-75.7% | $135,942-73.4% | $139,456-74.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -65.52% | 79.26%-144.8pp | 68.28%-133.8pp | 373.45%-439.0pp |
| Employer contribution / active EE | $2,554 | $5,245-51.3% | $4,858-47.4% | $4,753-46.3% |
| Participant deferral / active EE | $14,390 | $8,101+77.6% | $7,759+85.5% | $6,711+114.4% |
| Admin fee / account holder | $16,754 | $12,402+35.1% | $10,764+55.7% | $11,407+46.9% |