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 | $178,769 | $155,833+14.7% | $124,693+43.4% | $167,518+6.7% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 0.01% | 17.98%-18.0pp | 5144.19%-5144.2pp | 478.71%-478.7pp |
| Employer contribution / active EE | $14,482 | $4,164+247.7% | $3,324+335.6% | $4,838+199.3% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,763 | $9,534-71.0% | $7,494-63.1% | $12,312-77.6% |