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 | $111,905 | $209,422-46.6% | $178,503-37.3% | $158,982-29.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -16.31% | 188.81%-205.1pp | 151.12%-167.4pp | 302.99%-319.3pp |
| Employer contribution / active EE | $4,800 | $5,707-15.9% | $5,011-4.2% | $4,763+0.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $375 | $17,079-97.8% | $13,987-97.3% | $11,252-96.7% |