Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $48,012 | $168,635-71.5% | $147,617-67.5% | $125,389-61.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.72% | 77.65%-84.4pp | 61.98%-68.7pp | 282.24%-289.0pp |
| Employer contribution / active EE | $14,700 | $6,252+135.1% | $5,564+164.2% | $4,866+202.1% |
| Participant deferral / active EE | $9,000 | $5,507+63.4% | $4,895+83.8% | $5,352+68.2% |
| Admin fee / account holder | $363 | $13,580-97.3% | $11,612-96.9% | $9,541-96.2% |