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 | $195,599 | $106,005+84.5% | $92,239+112.1% | $147,585+32.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 9.13% | 50.05%-40.9pp | 176.29%-167.2pp | 578.58%-569.5pp |
| Employer contribution / active EE | $13,866 | $4,333+220.0% | $3,680+276.8% | $4,876+184.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,501 | $6,333-76.3% | $5,194-71.1% | $10,886-86.2% |