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 | $123,256 | $105,200+17.2% | $159,474-22.7% | $85,847+43.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -1.40% | 45.08%-46.5pp | 263.68%-265.1pp | 318.61%-320.0pp |
| Employer contribution / active EE | $13,958 | $3,319+320.6% | $4,831+188.9% | $2,565+444.1% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,818 | $6,934+56.0% | $10,802+0.1% | $6,261+72.8% |