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 | $163,576 | $109,863+48.9% | $98,477+66.1% | $167,518-2.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 7.61% | 1958.09%-1950.5pp | 1493.59%-1486.0pp | 478.71%-471.1pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $13,378 | $4,673+186.3% | $4,276+212.8% | $6,342+110.9% |
| Admin fee / account holder | $3,702 | $6,755-45.2% | $5,951-37.8% | $12,312-69.9% |