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 | $132,920 | $138,102-3.8% | $125,381+6.0% | $134,532-1.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.78% | 750.73%-771.5pp | 572.31%-593.1pp | 418.27%-439.0pp |
| Employer contribution / active EE | $4,378 | $5,245-16.5% | $4,815-9.1% | $4,741-7.7% |
| Participant deferral / active EE | $10,875 | $7,801+39.4% | $7,448+46.0% | $6,401+69.9% |
| Admin fee / account holder | $5,778 | $11,568-50.0% | $10,007-42.3% | $11,429-49.4% |