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 | $191,134 | $148,623+28.6% | $135,974+40.6% | $139,466+37.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -1.51% | 79.30%-80.8pp | 68.30%-69.8pp | 373.66%-375.2pp |
| Employer contribution / active EE | $4,240 | $5,246-19.2% | $4,859-12.7% | $4,754-10.8% |
| Participant deferral / active EE | $15,000 | $8,103+85.1% | $7,760+93.3% | $6,712+123.5% |
| Admin fee / account holder | $10,378 | $12,406-16.3% | $10,767-3.6% | $11,409-9.0% |