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 | $197,850 | $150,207+31.7% | $120,380+64.4% | $145,978+35.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.62% | 154.28%-147.7pp | 107.28%-100.7pp | 550.52%-543.9pp |
| Employer contribution / active EE | $3,949 | $4,351-9.2% | $3,465+14.0% | $4,662-15.3% |
| Participant deferral / active EE | $15,806 | $6,175+156.0% | $4,992+216.6% | $6,690+136.3% |
| Admin fee / account holder | $157,833 | $12,203+1193.3% | $9,421+1575.4% | $13,400+1077.8% |