Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,441 | $138,075-67.8% | $123,552-64.0% | $135,379-67.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -13.53% | 153.70%-167.2pp | 119.20%-132.7pp | 519.79%-533.3pp |
| Employer contribution / active EE | $5,873 | $5,152+14.0% | $4,628+26.9% | $4,779+22.9% |
| Participant deferral / active EE | $13,216 | $6,800+94.4% | $6,426+105.7% | $5,609+135.6% |
| Admin fee / account holder | $2,198 | $10,917-79.9% | $9,285-76.3% | $10,828-79.7% |