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 | $104,013 | $99,079+5.0% | $78,002+33.3% | $273,972-62.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -5.23% | 217.93%-223.2pp | 425.99%-431.2pp | 41.46%-46.7pp |
| Employer contribution / active EE | $6,250 | $3,308+89.0% | $2,470+153.0% | $4,869+28.4% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,319 | $8,954-40.6% | $5,481-3.0% | $10,133-47.5% |