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 | $194,822 | $138,114+41.1% | $125,391+55.4% | $134,545+44.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.99% | 750.88%-772.9pp | 572.41%-594.4pp | 418.37%-440.4pp |
| Employer contribution / active EE | $4,841 | $5,246-7.7% | $4,816+0.5% | $4,742+2.1% |
| Participant deferral / active EE | $11,858 | $7,801+52.0% | $7,448+59.2% | $6,401+85.2% |
| Admin fee / account holder | $18,398 | $11,570+59.0% | $10,009+83.8% | $11,431+61.0% |