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 | $238,653 | $111,785+113.5% | $93,669+154.8% | $145,877+63.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.64% | 203.79%-198.1pp | 133.59%-128.0pp | 551.28%-545.6pp |
| Employer contribution / active EE | $22,348 | $3,096+621.8% | $2,424+822.1% | $4,663+379.3% |
| Participant deferral / active EE | $14,091 | $4,919+186.5% | $4,416+219.1% | $6,691+110.6% |
| Admin fee / account holder | $88,870 | $10,256+766.6% | $8,291+971.9% | $13,402+563.1% |