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 | $118,501 | $48,274+145.5% | $63,244+87.4% | $59,633+98.7% |
| Participation rate | 97.8% | 66.3%+31.5pp | 71.0%+26.8pp | 68.7%+29.2pp |
| Annual return | -2.84% | -240.79%+237.9pp | -70.31%+67.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $5,165 | $1,586+225.6% | $2,322+122.5% | $2,203+134.5% |
| Participant deferral / active EE | $3,134 | $2,343+33.8% | $2,953+6.1% | $3,192-1.8% |
| Admin fee / account holder | $16,010 | $3,600+344.7% | $5,893+171.7% | $4,297+272.6% |