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 | $217,199 | $102,595+111.7% | $94,057+130.9% | $154,746+40.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 4.91% | 583.42%-578.5pp | 480.62%-475.7pp | 172.34%-167.4pp |
| Employer contribution / active EE | $10,554 | $3,147+235.3% | $2,933+259.8% | $4,379+141.0% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $21,000 | $7,736+171.5% | $7,244+189.9% | $14,365+46.2% |