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 | $147,238 | $180,466-18.4% | $154,114-4.5% | $135,382+8.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.98% | 888.15%-902.1pp | 735.16%-749.1pp | 519.77%-533.8pp |
| Employer contribution / active EE | $11,429 | $6,035+89.4% | $5,298+115.7% | $4,779+139.2% |
| Participant deferral / active EE | $6,496 | $5,806+11.9% | $5,081+27.8% | $5,609+15.8% |
| Admin fee / account holder | $1,070 | $16,144-93.4% | $13,411-92.0% | $10,829-90.1% |