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 | $182,940 | $91,179+100.6% | $178,499+2.5% | $79,852+129.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 3.96% | 24.19%-20.2pp | 151.10%-147.1pp | 31.72%-27.8pp |
| Employer contribution / active EE | $11,877 | $3,256+264.8% | $5,011+137.0% | $2,471+380.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,160 | $6,749-23.5% | $13,986-63.1% | $5,306-2.8% |