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 | $170,638 | $102,595+66.3% | $94,057+81.4% | $154,746+10.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 5.60% | 583.42%-577.8pp | 480.62%-475.0pp | 172.34%-166.7pp |
| Employer contribution / active EE | $6,750 | $3,147+114.5% | $2,933+130.1% | $4,379+54.1% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,181 | $7,736-7.2% | $7,244-0.9% | $14,365-50.0% |