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 | $103,576 | $97,732+6.0% | $83,831+23.6% | $135,380-23.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.72% | 1287.56%-1298.3pp | 850.99%-861.7pp | 519.81%-530.5pp |
| Employer contribution / active EE | $21,139 | $4,222+400.7% | $3,631+482.2% | $4,779+342.3% |
| Participant deferral / active EE | $13,238 | $4,683+182.7% | $4,082+224.3% | $5,609+136.0% |
| Admin fee / account holder | $536 | $6,675-92.0% | $5,479-90.2% | $10,828-95.0% |