Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,326 | $138,076-83.1% | $123,553-81.1% | $135,380-82.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -78.05% | 153.70%-231.8pp | 119.21%-197.3pp | 519.81%-597.9pp |
| Employer contribution / active EE | $10,007 | $5,152+94.2% | $4,628+116.2% | $4,779+109.4% |
| Participant deferral / active EE | $5,433 | $6,800-20.1% | $6,426-15.4% | $5,609-3.1% |
| Admin fee / account holder | $8,257 | $10,917-24.4% | $9,284-11.1% | $10,828-23.7% |