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 | $189,102 | $160,059+18.1% | $140,019+35.1% | $135,380+39.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.70% | 911.48%-921.2pp | 651.17%-660.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $11,848 | $6,420+84.6% | $5,605+111.4% | $4,779+147.9% |
| Participant deferral / active EE | $18,590 | $7,641+143.3% | $6,927+168.4% | $5,609+231.4% |
| Admin fee / account holder | $1,618 | $13,328-87.9% | $10,705-84.9% | $10,828-85.1% |