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 | $117,986 | $209,422-43.7% | $178,503-33.9% | $158,982-25.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -9.80% | 188.81%-198.6pp | 151.12%-160.9pp | 302.99%-312.8pp |
| Employer contribution / active EE | $11,968 | $5,707+109.7% | $5,011+138.8% | $4,763+151.3% |
| Participant deferral / active EE | $10,269 | $5,955+72.4% | $5,202+97.4% | $5,983+71.6% |
| Admin fee / account holder | $13,207 | $17,079-22.7% | $13,987-5.6% | $11,252+17.4% |