Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $217,012 | $108,897+99.3% | $100,378+116.2% | $145,877+48.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.11% | 58.17%-51.1pp | 49.41%-42.3pp | 551.28%-544.2pp |
| Employer contribution / active EE | $35,959 | $4,420+713.5% | $3,942+812.2% | $4,663+671.2% |
| Participant deferral / active EE | $20,532 | $8,455+142.8% | $8,087+153.9% | $6,691+206.9% |
| Admin fee / account holder | $18,716 | $9,690+93.2% | $7,899+136.9% | $13,402+39.6% |