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 | $124,856 | $84,684+47.4% | $73,835+69.1% | $125,388-0.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.66% | 3123.93%-3127.6pp | 2268.13%-2271.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $2,063 | $3,123-34.0% | $2,788-26.0% | $4,866-57.6% |
| Participant deferral / active EE | $12,000 | $3,993+200.6% | $3,583+234.9% | $5,352+124.2% |
| Admin fee / account holder | $845 | $5,691-85.2% | $4,880-82.7% | $9,541-91.1% |