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 | $230,177 | $144,130+59.7% | $117,861+95.3% | $147,586+56.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.62% | 531.20%-524.6pp | 335.11%-328.5pp | 578.59%-572.0pp |
| Employer contribution / active EE | $20,000 | $4,897+308.4% | $3,786+428.2% | $4,876+310.1% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $520 | $10,887-95.2% | $8,021-93.5% | $10,886-95.2% |