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 | $230,710 | $124,346+85.5% | $111,306+107.3% | $167,553+37.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 5.46% | 37.46%-32.0pp | 54.67%-49.2pp | 478.89%-473.4pp |
| Employer contribution / active EE | $4,035 | $3,438+17.4% | $2,732+47.7% | $4,840-16.6% |
| Participant deferral / active EE | $10,061 | $5,182+94.2% | $4,488+124.2% | $6,343+58.6% |
| Admin fee / account holder | $44,403 | $10,623+318.0% | $7,966+457.4% | $12,316+260.5% |