Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $173,953 | $160,040+8.7% | $147,096+18.3% | $145,877+19.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.74% | 98.49%-96.8pp | 419.75%-418.0pp | 551.28%-549.5pp |
| Employer contribution / active EE | $20,800 | $5,289+293.2% | $4,936+321.4% | $4,663+346.1% |
| Participant deferral / active EE | $20,800 | $8,429+146.8% | $8,071+157.7% | $6,691+210.9% |
| Admin fee / account holder | $1,283 | $15,050-91.5% | $13,005-90.1% | $13,402-90.4% |