Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $89,250 | $190,879-53.2% | $160,009-44.2% | $134,532-33.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.92% | 552.63%-573.5pp | 408.85%-429.8pp | 418.27%-439.2pp |
| Employer contribution / active EE | $30,682 | $4,995+514.3% | $4,225+626.2% | $4,741+547.1% |
| Participant deferral / active EE | $20,252 | $6,924+192.5% | $6,183+227.5% | $6,401+216.4% |
| Admin fee / account holder | $1,128 | $10,495-89.3% | $8,715-87.1% | $11,429-90.1% |