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 | $174,788 | $172,111+1.6% | $150,298+16.3% | $137,256+27.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -93.19% | 69.37%-162.6pp | 62.79%-156.0pp | 220.34%-313.5pp |
| Employer contribution / active EE | $54,368 | $4,636+1072.7% | $4,154+1208.8% | $4,156+1208.2% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,115 | $16,471-50.7% | $14,116-42.5% | $12,270-33.9% |