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 | $143,907 | $160,028-10.1% | $147,080-2.2% | $145,884-1.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -1.89% | 98.60%-100.5pp | 420.17%-422.1pp | 551.85%-553.7pp |
| Employer contribution / active EE | $11,625 | $5,286+119.9% | $4,933+135.6% | $4,662+149.3% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,220 | $15,030-71.9% | $12,989-67.5% | $13,392-68.5% |