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 | $131,710 | $125,778+4.7% | $114,563+15.0% | $154,746-14.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | -0.65% | 295.14%-295.8pp | 241.09%-241.7pp | 172.34%-173.0pp |
| Employer contribution / active EE | $6,225 | $2,806+121.9% | $2,592+140.2% | $4,379+42.2% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,480 | $8,190-20.9% | $7,623-15.0% | $14,365-54.9% |