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 | $177,490 | $102,393+73.3% | $147,041+20.7% | $80,911+119.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | -4.56% | 134.95%-139.5pp | 419.21%-423.8pp | 35.63%-40.2pp |
| Employer contribution / active EE | $19,640 | $3,715+428.6% | $4,935+298.0% | $2,756+612.7% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,601 | $7,943-16.9% | $13,006-49.2% | $6,935-4.8% |