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 | $179,840 | $88,815+102.5% | $81,882+119.6% | $145,897+23.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.05% | 1033.75%-1025.7pp | 779.47%-771.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $5,385 | $3,086+74.5% | $2,916+84.7% | $4,663+15.5% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,852 | $8,434-54.3% | $7,360-47.7% | $13,390-71.2% |