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 | $105,321 | $39,798+164.6% | $67,704+55.6% | $59,633+76.6% |
| Participation rate | 92.6% | 57.4%+35.2pp | 67.5%+25.1pp | 68.7%+23.9pp |
| Annual return | -3.59% | 89.94%-93.5pp | 25.41%-29.0pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $6,383 | $1,393+358.2% | $2,559+149.4% | $2,203+189.8% |
| Participant deferral / active EE | $2,690 | $2,335+15.2% | $3,585-25.0% | $3,192-15.7% |
| Admin fee / account holder | $514 | $3,212-84.0% | $4,255-87.9% | $4,297-88.0% |