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 | $193,628 | $202,463-4.4% | $169,397+14.3% | $139,487+38.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | -1.45% | 532.64%-534.1pp | 406.23%-407.7pp | 373.84%-375.3pp |
| Employer contribution / active EE | $20,152 | $4,694+329.3% | $4,013+402.2% | $4,755+323.8% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $870 | $10,726-91.9% | $9,017-90.4% | $11,407-92.4% |