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 | $177,023 | $100,060+76.9% | $149,721+18.2% | $70,126+152.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | -0.02% | 27.46%-27.5pp | 1501.67%-1501.7pp | 73.15%-73.2pp |
| Employer contribution / active EE | $15,277 | $3,661+317.3% | $5,444+180.6% | $2,343+552.2% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,174 | $8,285-73.8% | $11,282-80.7% | $4,645-53.2% |