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 | $92,822 | $92,743+0.1% | $82,744+12.2% | $134,532-31.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -21.02% | 946.63%-967.7pp | 702.22%-723.2pp | 418.27%-439.3pp |
| Employer contribution / active EE | $3,309 | $3,273+1.1% | $3,008+10.0% | $4,741-30.2% |
| Participant deferral / active EE | $11,244 | $4,802+134.2% | $4,395+155.9% | $6,401+75.7% |
| Admin fee / account holder | $4,049 | $5,977-32.3% | $5,325-24.0% | $11,429-64.6% |