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 | $122,344 | $102,663+19.2% | $86,216+41.9% | $139,466-12.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -7.30% | 1924.52%-1931.8pp | 1169.42%-1176.7pp | 373.66%-381.0pp |
| Employer contribution / active EE | $8,000 | $3,035+163.6% | $2,382+235.9% | $4,754+68.3% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,708 | $8,663-68.7% | $6,853-60.5% | $11,409-76.3% |