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 | $108,495 | $160,070-32.2% | $147,117-26.3% | $145,897-25.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.99% | 98.69%-90.7pp | 420.54%-412.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $20,000 | $5,285+278.5% | $4,932+305.5% | $4,663+328.9% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $335,161 | $15,035+2129.2% | $12,993+2479.6% | $13,390+2403.0% |