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 | $40,328 | $198,457-79.7% | $170,435-76.3% | $147,586-72.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | -10.02% | 257.30%-267.3pp | 205.94%-216.0pp | 578.59%-588.6pp |
| Employer contribution / active EE | $2,583 | $6,183-58.2% | $5,432-52.5% | $4,876-47.0% |
| Participant deferral / active EE | $8,687 | $5,629+54.3% | $4,939+75.9% | $5,439+59.7% |
| Admin fee / account holder | $23,676 | $16,852+40.5% | $13,881+70.6% | $10,886+117.5% |