Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,880 | $138,076-75.5% | $123,553-72.6% | $135,380-75.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -21.97% | 153.70%-175.7pp | 119.21%-141.2pp | 519.81%-541.8pp |
| Employer contribution / active EE | $12,358 | $5,152+139.9% | $4,628+167.0% | $4,779+158.6% |
| Participant deferral / active EE | $6,525 | $6,800-4.0% | $6,426+1.5% | $5,609+16.3% |
| Admin fee / account holder | $1,710 | $10,917-84.3% | $9,284-81.6% | $10,828-84.2% |