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 | $64,847 | $92,766-30.1% | $82,763-21.6% | $134,545-51.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.77% | 946.97%-973.7pp | 702.45%-729.2pp | 418.37%-445.1pp |
| Employer contribution / active EE | $2,470 | $3,273-24.5% | $3,008-17.9% | $4,742-47.9% |
| Participant deferral / active EE | $2,962 | $4,802-38.3% | $4,395-32.6% | $6,401-53.7% |
| Admin fee / account holder | $12,294 | $5,978+105.7% | $5,325+130.9% | $11,431+7.5% |