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 | $199,428 | $88,778+124.6% | $81,844+143.7% | $145,884+36.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -45.76% | 1033.03%-1078.8pp | 778.87%-824.6pp | 551.85%-597.6pp |
| Employer contribution / active EE | $3,750 | $3,087+21.5% | $2,916+28.6% | $4,662-19.6% |
| Participant deferral / active EE | $10,000 | $4,648+115.1% | $4,323+131.3% | $6,690+49.5% |
| Admin fee / account holder | $170,709 | $8,430+1925.0% | $7,355+2220.8% | $13,392+1174.7% |