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 | $80,000 | $67,396+18.7% | $60,919+31.3% | $134,545-40.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -21.76% | 50.12%-71.9pp | 16.96%-38.7pp | 418.37%-440.1pp |
| Employer contribution / active EE | $3,540 | $3,101+14.2% | $2,704+30.9% | $4,742-25.3% |
| Participant deferral / active EE | $5,743 | $4,534+26.6% | $3,814+50.5% | $6,401-10.3% |
| Admin fee / account holder | $1,526 | $4,590-66.8% | $3,228-52.7% | $11,431-86.7% |