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 | $71,080 | $81,664-13.0% | $70,476+0.9% | $158,966-55.3% |
| Participation rate | 85.7% | 77.7%+8.0pp | 75.1%+10.7pp | 82.0%+3.8pp |
| Annual return | -15.52% | 208.59%-224.1pp | 109.12%-124.6pp | 302.95%-318.5pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,725 | $4,556-62.1% | $3,710-53.5% | $5,983-71.2% |
| Admin fee / account holder | $70,633 | $6,197+1039.7% | $3,847+1736.1% | $11,250+527.8% |