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 | $145,530 | $111,785+30.2% | $93,669+55.4% | $145,877-0.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -2.98% | 203.79%-206.8pp | 133.59%-136.6pp | 551.28%-554.3pp |
| Employer contribution / active EE | $15,000 | $3,096+384.5% | $2,424+518.9% | $4,663+221.7% |
| Participant deferral / active EE | $8,340 | $4,919+69.6% | $4,416+88.9% | $6,691+24.7% |
| Admin fee / account holder | $7,892 | $10,256-23.0% | $8,291-4.8% | $13,402-41.1% |