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 | $57,802 | $180,459-68.0% | $154,108-62.5% | $135,380-57.3% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -8.87% | 888.21%-897.1pp | 735.21%-744.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $2,583 | $6,035-57.2% | $5,298-51.2% | $4,779-45.9% |
| Participant deferral / active EE | $5,127 | $5,806-11.7% | $5,081+0.9% | $5,609-8.6% |
| Admin fee / account holder | $1,593 | $16,145-90.1% | $13,411-88.1% | $10,828-85.3% |