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 | $85,691 | $180,459-52.5% | $154,108-44.4% | $135,380-36.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.09% | 888.21%-897.3pp | 735.21%-744.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $4,921 | $6,035-18.5% | $5,298-7.1% | $4,779+3.0% |
| Participant deferral / active EE | $3,715 | $5,806-36.0% | $5,081-26.9% | $5,609-33.8% |
| Admin fee / account holder | $1,728 | $16,145-89.3% | $13,411-87.1% | $10,828-84.0% |