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 | $182,464 | $112,131+62.7% | $95,964+90.1% | $158,982+14.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -12.56% | 171.19%-183.7pp | 91.64%-104.2pp | 302.99%-315.5pp |
| Employer contribution / active EE | $28,681 | $3,199+796.5% | $2,541+1028.6% | $4,763+502.2% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,123 | $10,136-10.0% | $6,797+34.2% | $11,252-18.9% |