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 | $218,214 | $138,114+58.0% | $125,391+74.0% | $134,545+62.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.12% | 750.88%-773.0pp | 572.41%-594.5pp | 418.37%-440.5pp |
| Employer contribution / active EE | $16,756 | $5,246+219.4% | $4,816+247.9% | $4,742+253.4% |
| Participant deferral / active EE | $11,437 | $7,801+46.6% | $7,448+53.6% | $6,401+78.7% |
| Admin fee / account holder | $668 | $11,570-94.2% | $10,009-93.3% | $11,431-94.2% |