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 | $191,120 | $106,001+80.3% | $92,235+107.2% | $147,585+29.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.78% | 50.05%-44.3pp | 176.28%-170.5pp | 578.56%-572.8pp |
| Employer contribution / active EE | $11,111 | $4,333+156.4% | $3,679+202.0% | $4,876+127.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,026 | $6,332+184.7% | $5,194+247.1% | $10,885+65.6% |