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 | $119,942 | $144,130-16.8% | $117,861+1.8% | $147,586-18.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.02% | 531.20%-523.2pp | 335.11%-327.1pp | 578.59%-570.6pp |
| Employer contribution / active EE | $5,500 | $4,897+12.3% | $3,786+45.3% | $4,876+12.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,197 | $10,887-89.0% | $8,021-85.1% | $10,886-89.0% |