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 | $142,245 | $75,832+87.6% | $147,617-3.6% | $59,633+138.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -3.27% | 0.37%-3.6pp | 61.98%-65.3pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $13,603 | $3,485+290.4% | $5,564+144.5% | $2,203+517.6% |
| Participant deferral / active EE | $7,874 | $3,131+151.5% | $4,895+60.8% | $3,192+146.7% |
| Admin fee / account holder | $15,310 | $5,986+155.8% | $11,612+31.8% | $4,297+256.3% |