Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,065 | $138,102-71.0% | $125,381-68.0% | $134,532-70.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -23.15% | 750.73%-773.9pp | 572.31%-595.5pp | 418.27%-441.4pp |
| Employer contribution / active EE | $17,522 | $5,245+234.0% | $4,815+263.9% | $4,741+269.6% |
| Participant deferral / active EE | $9,818 | $7,801+25.9% | $7,448+31.8% | $6,401+53.4% |
| Admin fee / account holder | $1,009 | $11,568-91.3% | $10,007-89.9% | $11,429-91.2% |