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 | $36,918 | $138,075-73.3% | $123,552-70.1% | $135,379-72.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.92% | 153.70%-164.6pp | 119.20%-130.1pp | 519.79%-530.7pp |
| Employer contribution / active EE | $2,478 | $5,152-51.9% | $4,628-46.5% | $4,779-48.1% |
| Participant deferral / active EE | $11,191 | $6,800+64.6% | $6,426+74.2% | $5,609+99.5% |
| Admin fee / account holder | $2,274 | $10,917-79.2% | $9,285-75.5% | $10,828-79.0% |