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 | $242,422 | $150,447+61.1% | $136,298+77.9% | $147,586+64.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.59% | 1049.15%-1042.6pp | 5156.27%-5149.7pp | 578.59%-572.0pp |
| Employer contribution / active EE | $3,768 | $5,256-28.3% | $4,696-19.8% | $4,876-22.7% |
| Participant deferral / active EE | $9,460 | $6,631+42.7% | $6,247+51.4% | $5,439+73.9% |
| Admin fee / account holder | $1,434 | $10,906-86.9% | $9,244-84.5% | $10,886-86.8% |