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 | $101,191 | $138,075-26.7% | $123,552-18.1% | $135,379-25.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.99% | 153.70%-166.7pp | 119.20%-132.2pp | 519.79%-532.8pp |
| Employer contribution / active EE | $1,257 | $5,152-75.6% | $4,628-72.8% | $4,779-73.7% |
| Participant deferral / active EE | $3,651 | $6,800-46.3% | $6,426-43.2% | $5,609-34.9% |
| Admin fee / account holder | $1,700 | $10,917-84.4% | $9,285-81.7% | $10,828-84.3% |