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 | $93,029 | $134,001-30.6% | $112,258-17.1% | $134,509-30.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.74% | 47.15%-69.9pp | 27.47%-50.2pp | 418.13%-440.9pp |
| Employer contribution / active EE | $2,702 | $4,039-33.1% | $3,636-25.7% | $4,741-43.0% |
| Participant deferral / active EE | $12,903 | $5,291+143.9% | $4,728+172.9% | $6,400+101.6% |
| Admin fee / account holder | $827 | $7,491-89.0% | $6,411-87.1% | $11,427-92.8% |