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 | $127,101 | $90,530+40.4% | $76,030+67.2% | $145,897-12.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | -11.38% | 625.08%-636.5pp | 361.54%-372.9pp | 552.29%-563.7pp |
| Employer contribution / active EE | $21,429 | $3,319+545.6% | $2,688+697.3% | $4,663+359.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15,066 | $8,383+79.7% | $6,421+134.7% | $13,390+12.5% |