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 | $71,454 | $53,128+34.5% | $86,582-17.5% | $70,126+1.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | -10.90% | 27.66%-38.6pp | 965.08%-976.0pp | 73.15%-84.0pp |
| Employer contribution / active EE | $6,393 | $2,068+209.2% | $2,839+125.2% | $2,343+172.9% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,629 | $3,584-26.6% | $4,904-46.4% | $4,645-43.4% |