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 | $133,699 | $150,447-11.1% | $136,298-1.9% | $147,586-9.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.23% | 1049.15%-1041.9pp | 5156.27%-5149.0pp | 578.59%-571.4pp |
| Employer contribution / active EE | $11,304 | $5,256+115.1% | $4,696+140.7% | $4,876+131.8% |
| Participant deferral / active EE | $11,469 | $6,631+73.0% | $6,247+83.6% | $5,439+110.9% |
| Admin fee / account holder | $148,253 | $10,906+1259.4% | $9,244+1503.8% | $10,886+1261.9% |