Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $193,984 | $176,120+10.1% | $159,487+21.6% | $167,553+15.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.34% | 331.95%-322.6pp | 263.71%-254.4pp | 478.89%-469.6pp |
| Employer contribution / active EE | $27,000 | $5,299+409.5% | $4,831+458.9% | $4,840+457.9% |
| Participant deferral / active EE | $15,675 | $7,752+102.2% | $7,354+113.2% | $6,343+147.1% |
| Admin fee / account holder | $168,135 | $12,561+1238.6% | $10,804+1456.3% | $12,316+1265.1% |