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 | $209,671 | $72,071+190.9% | $68,368+206.7% | $137,256+52.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.14% | 353.14%-341.0pp | 292.57%-280.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $4,953 | $2,788+77.6% | $2,649+87.0% | $4,156+19.2% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,026 | $5,336+31.7% | $5,150+36.4% | $12,270-42.7% |