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 | $238,889 | $160,040+49.3% | $147,096+62.4% | $145,877+63.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.89% | 98.49%-92.6pp | 419.75%-413.9pp | 551.28%-545.4pp |
| Employer contribution / active EE | $3,551 | $5,289-32.9% | $4,936-28.1% | $4,663-23.8% |
| Participant deferral / active EE | $11,426 | $8,429+35.6% | $8,071+41.6% | $6,691+70.8% |
| Admin fee / account holder | $16,322 | $15,050+8.5% | $13,005+25.5% | $13,402+21.8% |