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 | $26,604 | $185,883-85.7% | $170,043-84.4% | $139,466-80.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -1.65% | 60.54%-62.2pp | 53.40%-55.1pp | 373.66%-375.3pp |
| Employer contribution / active EE | $4,405 | $7,596-42.0% | $6,790-35.1% | $4,754-7.3% |
| Participant deferral / active EE | $10,110 | $11,626-13.0% | $10,410-2.9% | $6,712+50.6% |
| Admin fee / account holder | $1,446 | $15,393-90.6% | $12,824-88.7% | $11,409-87.3% |