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 | $28,769 | $138,114-79.2% | $125,391-77.1% | $134,545-78.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.94% | 750.88%-771.8pp | 572.41%-593.3pp | 418.37%-439.3pp |
| Employer contribution / active EE | $3,471 | $5,246-33.8% | $4,816-27.9% | $4,742-26.8% |
| Participant deferral / active EE | $3,471 | $7,801-55.5% | $7,448-53.4% | $6,401-45.8% |
| Admin fee / account holder | $1,442 | $11,570-87.5% | $10,009-85.6% | $11,431-87.4% |