Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $110,222 | $58,311+89.0% | $81,882+34.6% | $80,959+36.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | -20.63% | 41.85%-62.5pp | 779.47%-800.1pp | 35.67%-56.3pp |
| Employer contribution / active EE | $5,305 | $2,347+126.1% | $2,916+81.9% | $2,757+92.4% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,668 | $4,752-22.8% | $7,360-50.2% | $6,925-47.0% |