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 | $93,487 | $125,778-25.7% | $114,563-18.4% | $154,746-39.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | -26.91% | 295.14%-322.0pp | 241.09%-268.0pp | 172.34%-199.2pp |
| Employer contribution / active EE | $12,764 | $2,806+354.9% | $2,592+392.4% | $4,379+191.5% |
| Participant deferral / active EE | $2,198 | $4,445-50.6% | $4,142-46.9% | $6,730-67.3% |
| Admin fee / account holder | $3,521 | $8,190-57.0% | $7,623-53.8% | $14,365-75.5% |