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 | $156,082 | $160,059-2.5% | $140,019+11.5% | $135,380+15.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.30% | 911.48%-923.8pp | 651.17%-663.5pp | 519.81%-532.1pp |
| Employer contribution / active EE | $12,001 | $6,420+86.9% | $5,605+114.1% | $4,779+151.1% |
| Participant deferral / active EE | $18,400 | $7,641+140.8% | $6,927+165.6% | $5,609+228.0% |
| Admin fee / account holder | $1,712 | $13,328-87.2% | $10,705-84.0% | $10,828-84.2% |