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 | $147,844 | $64,324+129.8% | $118,946+24.3% | $79,852+85.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | -0.42% | 86.45%-86.9pp | 35.89%-36.3pp | 31.72%-32.1pp |
| Employer contribution / active EE | $13,238 | $1,836+620.9% | $3,263+305.7% | $2,471+435.7% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13,357 | $4,040+230.6% | $6,581+103.0% | $5,306+151.7% |