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 | $44,215 | $138,102-68.0% | $125,381-64.7% | $134,532-67.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.15% | 750.73%-775.9pp | 572.31%-597.5pp | 418.27%-443.4pp |
| Employer contribution / active EE | $2,661 | $5,245-49.3% | $4,815-44.7% | $4,741-43.9% |
| Participant deferral / active EE | $5,191 | $7,801-33.5% | $7,448-30.3% | $6,401-18.9% |
| Admin fee / account holder | $364 | $11,568-96.9% | $10,007-96.4% | $11,429-96.8% |