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 | $206,266 | $133,998+53.9% | $112,263+83.7% | $134,545+53.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.09% | 47.17%-70.3pp | 27.49%-50.6pp | 418.37%-441.5pp |
| Employer contribution / active EE | $11,672 | $4,040+188.9% | $3,636+221.0% | $4,742+146.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $49,975 | $7,493+567.0% | $6,410+679.6% | $11,431+337.2% |