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 | $29,805 | $138,102-78.4% | $125,381-76.2% | $134,532-77.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.04% | 750.73%-771.8pp | 572.31%-593.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $3,460 | $5,245-34.0% | $4,815-28.2% | $4,741-27.0% |
| Participant deferral / active EE | $5,611 | $7,801-28.1% | $7,448-24.7% | $6,401-12.3% |
| Admin fee / account holder | $1,920 | $11,568-83.4% | $10,007-80.8% | $11,429-83.2% |