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 | $212,529 | $176,077+20.7% | $159,455+33.3% | $167,518+26.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.29% | 331.83%-327.5pp | 263.63%-259.3pp | 478.71%-474.4pp |
| Employer contribution / active EE | $1,982 | $5,298-62.6% | $4,830-59.0% | $4,838-59.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $24,231 | $12,556+93.0% | $10,800+124.3% | $12,312+96.8% |