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 | $80,428 | $162,136-50.4% | $152,301-47.2% | $154,746-48.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | -11.87% | 91.02%-102.9pp | 80.50%-92.4pp | 172.34%-184.2pp |
| Employer contribution / active EE | $2,381 | $4,890-51.3% | $4,624-48.5% | $4,379-45.6% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,511 | $15,759-58.7% | $14,398-54.8% | $14,365-54.7% |