Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $125,278 | $138,114-9.3% | $125,391-0.1% | $134,545-6.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -44.67% | 750.88%-795.6pp | 572.41%-617.1pp | 418.37%-463.0pp |
| Employer contribution / active EE | $21,910 | $5,246+317.7% | $4,816+355.0% | $4,742+362.1% |
| Participant deferral / active EE | $17,531 | $7,801+124.7% | $7,448+135.4% | $6,401+173.9% |
| Admin fee / account holder | $605 | $11,570-94.8% | $10,009-94.0% | $11,431-94.7% |