Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,407 | $159,978-71.6% | $147,041-69.1% | $145,978-68.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -9.36% | 98.36%-107.7pp | 419.21%-428.6pp | 550.52%-559.9pp |
| Employer contribution / active EE | $4,500 | $5,288-14.9% | $4,935-8.8% | $4,662-3.5% |
| Participant deferral / active EE | $33,000 | $8,429+291.5% | $8,071+308.9% | $6,690+393.3% |
| Admin fee / account holder | $1,578 | $15,053-89.5% | $13,006-87.9% | $13,400-88.2% |