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 | $239,750 | $88,778+170.1% | $81,844+192.9% | $145,884+64.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 4.91% | 1033.03%-1028.1pp | 778.87%-774.0pp | 551.85%-546.9pp |
| Employer contribution / active EE | $5,783 | $3,087+87.3% | $2,916+98.3% | $4,662+24.0% |
| Participant deferral / active EE | $21,852 | $4,648+370.1% | $4,323+405.4% | $6,690+226.7% |
| Admin fee / account holder | $2,415 | $8,430-71.4% | $7,355-67.2% | $13,392-82.0% |