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 | $54,712 | $135,639-59.7% | $110,241-50.4% | $135,382-59.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.97% | 513.21%-522.2pp | 314.75%-323.7pp | 519.77%-528.7pp |
| Employer contribution / active EE | $3,025 | $4,907-38.3% | $3,827-20.9% | $4,779-36.7% |
| Participant deferral / active EE | $4,097 | $5,507-25.6% | $4,672-12.3% | $5,609-26.9% |
| Admin fee / account holder | $16,705 | $11,457+45.8% | $8,548+95.4% | $10,829+54.3% |