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 | $107,963 | $112,131-3.7% | $95,964+12.5% | $158,982-32.1% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | -0.69% | 171.19%-171.9pp | 91.64%-92.3pp | 302.99%-303.7pp |
| Employer contribution / active EE | $1,875 | $3,199-41.4% | $2,541-26.2% | $4,763-60.6% |
| Participant deferral / active EE | $2,517 | $4,784-47.4% | $4,167-39.6% | $5,983-57.9% |
| Admin fee / account holder | $2,335 | $10,136-77.0% | $6,797-65.7% | $11,252-79.2% |