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 | $104,271 | $72,071+44.7% | $68,368+52.5% | $137,256-24.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.96% | 353.14%-341.2pp | 292.57%-280.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $9,119 | $2,788+227.1% | $2,649+244.3% | $4,156+119.4% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,939 | $5,336+180.0% | $5,150+190.1% | $12,270+21.7% |