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 | $41,086 | $138,076-70.2% | $123,553-66.7% | $135,380-69.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.23% | 153.70%-164.9pp | 119.21%-130.4pp | 519.81%-531.0pp |
| Employer contribution / active EE | $2,348 | $5,152-54.4% | $4,628-49.3% | $4,779-50.9% |
| Participant deferral / active EE | $8,068 | $6,800+18.7% | $6,426+25.6% | $5,609+43.8% |
| Admin fee / account holder | $2,336 | $10,917-78.6% | $9,284-74.8% | $10,828-78.4% |