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 | $209,956 | $112,131+87.2% | $95,964+118.8% | $158,982+32.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -0.62% | 171.19%-171.8pp | 91.64%-92.3pp | 302.99%-303.6pp |
| Employer contribution / active EE | $2,515 | $3,199-21.4% | $2,541-1.1% | $4,763-47.2% |
| Participant deferral / active EE | $11,976 | $4,784+150.3% | $4,167+187.4% | $5,983+100.1% |
| Admin fee / account holder | $34,475 | $10,136+240.1% | $6,797+407.2% | $11,252+206.4% |