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 | $181,230 | $209,422-13.5% | $178,503+1.5% | $158,982+14.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.91% | 188.81%-185.9pp | 151.12%-148.2pp | 302.99%-300.1pp |
| Employer contribution / active EE | $9,290 | $5,707+62.8% | $5,011+85.4% | $4,763+95.1% |
| Participant deferral / active EE | $4,917 | $5,955-17.4% | $5,202-5.5% | $5,983-17.8% |
| Admin fee / account holder | $209,582 | $17,079+1127.1% | $13,987+1398.4% | $11,252+1762.7% |