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 | $118,996 | $99,079+20.1% | $78,002+52.6% | $273,972-56.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -0.71% | 217.93%-218.6pp | 425.99%-426.7pp | 41.46%-42.2pp |
| Employer contribution / active EE | $5,731 | $3,308+73.3% | $2,470+132.0% | $4,869+17.7% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $75,832 | $8,954+746.9% | $5,481+1283.6% | $10,133+648.4% |