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 | $100,313 | $99,079+1.2% | $78,002+28.6% | $273,972-63.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -2.69% | 217.93%-220.6pp | 425.99%-428.7pp | 41.46%-44.1pp |
| Employer contribution / active EE | $1,954 | $3,308-40.9% | $2,470-20.9% | $4,869-59.9% |
| Participant deferral / active EE | $2,822 | $4,306-34.5% | $3,497-19.3% | $5,287-46.6% |
| Admin fee / account holder | $62,750 | $8,954+600.8% | $5,481+1044.9% | $10,133+519.3% |