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 | $167,321 | $155,833+7.4% | $124,693+34.2% | $167,536-0.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 6.58% | 17.98%-11.4pp | 5144.19%-5137.6pp | 478.82%-472.2pp |
| Employer contribution / active EE | $12,081 | $4,164+190.1% | $3,324+263.4% | $4,839+149.6% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $161,571 | $9,534+1594.7% | $7,494+2055.9% | $12,315+1212.0% |