Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $52,780 | $160,059-67.0% | $140,019-62.3% | $135,380-61.0% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -12.00% | 911.48%-923.5pp | 651.17%-663.2pp | 519.81%-531.8pp |
| Employer contribution / active EE | $2,950 | $6,420-54.0% | $5,605-47.4% | $4,779-38.3% |
| Participant deferral / active EE | $9,583 | $7,641+25.4% | $6,927+38.4% | $5,609+70.9% |
| Admin fee / account holder | $516 | $13,328-96.1% | $10,705-95.2% | $10,828-95.2% |