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 | $176,973 | $150,447+17.6% | $136,298+29.8% | $147,586+19.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.36% | 1049.15%-1047.8pp | 5156.27%-5154.9pp | 578.59%-577.2pp |
| Employer contribution / active EE | $6,400 | $5,256+21.8% | $4,696+36.3% | $4,876+31.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $807 | $10,906-92.6% | $9,244-91.3% | $10,886-92.6% |