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 | $122,832 | $97,732+25.7% | $83,831+46.5% | $135,380-9.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.91% | 1287.56%-1297.5pp | 850.99%-860.9pp | 519.81%-529.7pp |
| Employer contribution / active EE | $16,082 | $4,222+280.9% | $3,631+342.9% | $4,779+236.5% |
| Participant deferral / active EE | $11,306 | $4,683+141.4% | $4,082+177.0% | $5,609+101.6% |
| Admin fee / account holder | $690 | $6,675-89.7% | $5,479-87.4% | $10,828-93.6% |