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 | $73,996 | $168,636-56.1% | $147,618-49.9% | $125,388-41.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -20.52% | 77.65%-98.2pp | 61.98%-82.5pp | 282.24%-302.8pp |
| Employer contribution / active EE | $10,001 | $6,252+59.9% | $5,565+79.7% | $4,866+105.5% |
| Participant deferral / active EE | $7,667 | $5,507+39.2% | $4,895+56.6% | $5,352+43.3% |
| Admin fee / account holder | $2,112 | $13,580-84.4% | $11,612-81.8% | $9,541-77.9% |