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 | $200,445 | $100,938+98.6% | $90,461+121.6% | $158,982+26.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.30% | 1727.20%-1722.9pp | 1294.76%-1290.5pp | 302.99%-298.7pp |
| Employer contribution / active EE | $14,160 | $3,691+283.6% | $3,264+333.8% | $4,763+197.3% |
| Participant deferral / active EE | $8,157 | $4,350+87.5% | $3,964+105.7% | $5,983+36.3% |
| Admin fee / account holder | $34,932 | $6,510+436.6% | $5,617+521.9% | $11,252+210.5% |