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 | $17,114 | $138,114-87.6% | $125,391-86.4% | $134,545-87.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.19% | 750.88%-777.1pp | 572.41%-598.6pp | 418.37%-444.6pp |
| Employer contribution / active EE | $3,408 | $5,246-35.0% | $4,816-29.2% | $4,742-28.1% |
| Participant deferral / active EE | $10,357 | $7,801+32.8% | $7,448+39.0% | $6,401+61.8% |
| Admin fee / account holder | $1,192 | $11,570-89.7% | $10,009-88.1% | $11,431-89.6% |