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 | $92,148 | $150,446-38.8% | $136,297-32.4% | $147,585-37.6% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | -18.94% | 1049.14%-1068.1pp | 5156.19%-5175.1pp | 578.58%-597.5pp |
| Employer contribution / active EE | $17,183 | $5,256+226.9% | $4,696+265.9% | $4,876+252.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,595 | $10,906-12.0% | $9,244+3.8% | $10,886-11.9% |