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 | $203,733 | $97,732+108.5% | $83,831+143.0% | $135,380+50.5% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -58.76% | 1287.56%-1346.3pp | 850.99%-909.7pp | 519.81%-578.6pp |
| Employer contribution / active EE | $4,754 | $4,222+12.6% | $3,631+30.9% | $4,779-0.5% |
| Participant deferral / active EE | $10,336 | $4,683+120.7% | $4,082+153.2% | $5,609+84.3% |
| Admin fee / account holder | $41,932 | $6,675+528.2% | $5,479+665.4% | $10,828+287.3% |