Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $210,525 | $100,279+109.9% | $81,353+158.8% | $145,884+44.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -9.45% | 34.49%-43.9pp | 24.82%-34.3pp | 551.85%-561.3pp |
| Employer contribution / active EE | $16,799 | $2,979+463.9% | $2,464+581.8% | $4,662+260.3% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,133 | $8,206-37.4% | $5,766-11.0% | $13,392-61.7% |