Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $116,367 | $72,071+61.5% | $68,368+70.2% | $137,256-15.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.70% | 353.14%-340.4pp | 292.57%-279.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,274 | $2,788-18.4% | $2,649-14.1% | $4,156-45.3% |
| Participant deferral / active EE | $2,675 | $4,410-39.3% | $4,123-35.1% | $6,407-58.2% |
| Admin fee / account holder | $34,969 | $5,336+555.4% | $5,150+579.0% | $12,270+185.0% |