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 | $146,245 | $72,426+101.9% | $67,560+116.5% | $145,897+0.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.49% | 7226.78%-7219.3pp | 3533.50%-3526.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,217 | $4,785+155.3% | $4,004+205.1% | $6,689+82.6% |
| Admin fee / account holder | $1,524 | $5,514-72.4% | $3,994-61.8% | $13,390-88.6% |