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 | $198,910 | $198,457+0.2% | $170,435+16.7% | $147,586+34.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.01% | 257.30%-256.3pp | 205.94%-204.9pp | 578.59%-577.6pp |
| Employer contribution / active EE | $30,035 | $6,183+385.8% | $5,432+452.9% | $4,876+515.9% |
| Participant deferral / active EE | $16,000 | $5,629+184.2% | $4,939+223.9% | $5,439+194.2% |
| Admin fee / account holder | $376,361 | $16,852+2133.3% | $13,881+2611.4% | $10,886+3357.4% |