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 | $181,078 | $96,691+87.3% | $86,656+109.0% | $139,487+29.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | -5.62% | 106.87%-112.5pp | 593.09%-598.7pp | 373.84%-379.5pp |
| Employer contribution / active EE | $11,233 | $3,267+243.8% | $3,025+271.3% | $4,755+136.2% |
| Participant deferral / active EE | $14,176 | $4,838+193.0% | $4,439+219.3% | $6,713+111.2% |
| Admin fee / account holder | $36,493 | $6,414+468.9% | $5,619+549.5% | $11,407+219.9% |