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 | $191,328 | $102,422+86.8% | $147,117+30.1% | $80,959+136.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 0.14% | 135.16%-135.0pp | 420.54%-420.4pp | 35.67%-35.5pp |
| Employer contribution / active EE | $9,670 | $3,717+160.1% | $4,932+96.0% | $2,757+250.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,636 | $7,953-41.7% | $12,993-64.3% | $6,925-33.1% |