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 | $150,133 | $83,337+80.2% | $67,834+121.3% | $273,972-45.2% |
| Participation rate | 85.7% | 76.4%+9.3pp | 68.8%+16.9pp | 83.0%+2.7pp |
| Annual return | -2.75% | 259.45%-262.2pp | 138.47%-141.2pp | 41.46%-44.2pp |
| Employer contribution / active EE | $21,947 | $3,287+567.6% | $2,403+813.2% | $4,869+350.8% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,114 | $6,752-83.5% | $4,622-75.9% | $10,133-89.0% |