Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $107,736 | $160,059-32.7% | $140,019-23.1% | $135,382-20.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.28% | 911.44%-926.7pp | 651.15%-666.4pp | 519.77%-535.0pp |
| Employer contribution / active EE | $3,818 | $6,420-40.5% | $5,605-31.9% | $4,779-20.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,287 | $13,328-37.8% | $10,705-22.6% | $10,829-23.5% |