Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,238 | $138,078-86.1% | $125,363-84.7% | $134,509-85.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.33% | 750.49%-776.8pp | 572.15%-598.5pp | 418.13%-444.5pp |
| Employer contribution / active EE | $4,606 | $5,245-12.2% | $4,815-4.3% | $4,741-2.8% |
| Participant deferral / active EE | $11,047 | $7,800+41.6% | $7,447+48.3% | $6,400+72.6% |
| Admin fee / account holder | $2,918 | $11,566-74.8% | $10,005-70.8% | $11,427-74.5% |