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 | $198,679 | $75,832+162.0% | $147,617+34.6% | $59,633+233.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -4.84% | 0.37%-5.2pp | 61.98%-66.8pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $10,455 | $3,485+200.0% | $5,564+87.9% | $2,203+374.6% |
| Participant deferral / active EE | $5,367 | $3,131+71.4% | $4,895+9.6% | $3,192+68.1% |
| Admin fee / account holder | $23,886 | $5,986+299.1% | $11,612+105.7% | $4,297+455.9% |