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 | $237,717 | $150,346+58.1% | $120,524+97.2% | $145,877+63.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.58% | 154.40%-147.8pp | 107.36%-100.8pp | 551.28%-544.7pp |
| Employer contribution / active EE | $21,160 | $4,353+386.1% | $3,469+510.0% | $4,663+353.8% |
| Participant deferral / active EE | $9,749 | $6,172+58.0% | $4,994+95.2% | $6,691+45.7% |
| Admin fee / account holder | $197,235 | $12,215+1514.6% | $9,440+1989.4% | $13,402+1371.7% |