Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $244,997 | $142,392+72.1% | $119,622+104.8% | $134,532+82.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.62% | -12.46%-8.2pp | -14.98%-5.6pp | 418.27%-438.9pp |
| Employer contribution / active EE | $11,623 | $5,224+122.5% | $4,232+174.6% | $4,741+145.2% |
| Participant deferral / active EE | $14,431 | $6,467+123.1% | $5,601+157.7% | $6,401+125.5% |
| Admin fee / account holder | $96,917 | $13,593+613.0% | $10,328+838.4% | $11,429+748.0% |