Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $125,351 | $180,462-30.5% | $154,111-18.7% | $135,379-7.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.93% | 888.17%-899.1pp | 735.18%-746.1pp | 519.79%-530.7pp |
| Employer contribution / active EE | $8,000 | $6,036+32.5% | $5,298+51.0% | $4,779+67.4% |
| Participant deferral / active EE | $5,085 | $5,806-12.4% | $5,081+0.1% | $5,609-9.3% |
| Admin fee / account holder | $764 | $16,145-95.3% | $13,411-94.3% | $10,828-92.9% |