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 | $80,613 | $190,879-57.8% | $160,009-49.6% | $134,532-40.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -25.27% | 552.63%-577.9pp | 408.85%-434.1pp | 418.27%-443.5pp |
| Employer contribution / active EE | $40,468 | $4,995+710.2% | $4,225+857.8% | $4,741+753.6% |
| Participant deferral / active EE | $20,810 | $6,924+200.5% | $6,183+236.6% | $6,401+225.1% |
| Admin fee / account holder | $1,047 | $10,495-90.0% | $8,715-88.0% | $11,429-90.8% |