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 | $118,312 | $63,346+86.8% | $92,239+28.3% | $70,124+68.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 8.04% | 530.19%-522.2pp | 176.29%-168.3pp | 73.14%-65.1pp |
| Employer contribution / active EE | $11,085 | $2,471+348.5% | $3,680+201.3% | $2,342+373.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,910 | $3,841+132.0% | $5,194+71.6% | $4,645+91.8% |