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 | $123,324 | $60,139+105.1% | $90,461+36.3% | $79,856+54.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 0.44% | 71.96%-71.5pp | 1294.76%-1294.3pp | 31.71%-31.3pp |
| Employer contribution / active EE | $3,709 | $2,069+79.3% | $3,264+13.6% | $2,471+50.1% |
| Participant deferral / active EE | $5,765 | $2,939+96.2% | $3,964+45.4% | $3,741+54.1% |
| Admin fee / account holder | $21,778 | $3,978+447.4% | $5,617+287.7% | $5,306+310.4% |