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 | $63,590 | $165,381-61.5% | $149,730-57.5% | $158,966-60.0% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | -27.68% | 348.29%-376.0pp | 276.70%-304.4pp | 302.95%-330.6pp |
| Employer contribution / active EE | $49,720 | $5,104+874.1% | $4,645+970.3% | $4,762+944.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,095 | $10,809-34.4% | $9,310-23.8% | $11,250-36.9% |