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 | $161,661 | $115,810+39.6% | $101,271+59.6% | $158,966+1.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -5.21% | 56.15%-61.4pp | 46.48%-51.7pp | 302.95%-308.2pp |
| Employer contribution / active EE | $7,500 | $4,175+79.6% | $3,660+104.9% | $4,762+57.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,137 | $7,248-42.9% | $5,948-30.4% | $11,250-63.2% |