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 | $70,795 | $134,817-47.5% | $123,973-42.9% | $155,188-54.4% |
| Participation rate | 95.8% | 79.4%+16.4pp | 76.7%+19.2pp | 80.8%+15.0pp |
| Annual return | -2.12% | 515.49%-517.6pp | 388.13%-390.2pp | 148.84%-151.0pp |
| Employer contribution / active EE | $1,628 | $4,425-63.2% | $4,126-60.6% | $4,248-61.7% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,502 | $13,245-88.7% | $11,799-87.3% | $14,480-89.6% |