Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $241,853 | $88,754+172.5% | $81,820+195.6% | $145,877+65.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.37% | 1031.77%-1022.4pp | 777.93%-768.6pp | 551.28%-541.9pp |
| Employer contribution / active EE | $3,406 | $3,085+10.4% | $2,915+16.9% | $4,663-27.0% |
| Participant deferral / active EE | $13,359 | $4,648+187.4% | $4,323+209.1% | $6,691+99.7% |
| Admin fee / account holder | $54,775 | $8,424+550.3% | $7,391+641.2% | $13,402+308.7% |