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 | $158,980 | $92,766+71.4% | $82,763+92.1% | $134,545+18.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.99% | 946.97%-968.0pp | 702.45%-723.4pp | 418.37%-439.4pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,674 | $4,802-23.5% | $4,395-16.4% | $6,401-42.6% |
| Admin fee / account holder | $2,687 | $5,978-55.0% | $5,325-49.5% | $11,431-76.5% |