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 | $170,315 | $85,766+98.6% | $136,298+25.0% | $70,126+142.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 8.87% | 31.46%-22.6pp | 5156.27%-5147.4pp | 73.15%-64.3pp |
| Employer contribution / active EE | $17,296 | $2,966+483.1% | $4,696+268.3% | $2,343+638.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,752 | $5,421+135.2% | $9,244+38.0% | $4,645+174.5% |