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 | $158,519 | $190,879-17.0% | $160,009-0.9% | $134,532+17.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.66% | 552.63%-575.3pp | 408.85%-431.5pp | 418.27%-440.9pp |
| Employer contribution / active EE | $19,703 | $4,995+294.5% | $4,225+366.3% | $4,741+315.6% |
| Participant deferral / active EE | $10,923 | $6,924+57.8% | $6,183+76.7% | $6,401+70.7% |
| Admin fee / account holder | $1,564 | $10,495-85.1% | $8,715-82.1% | $11,429-86.3% |