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 | $240,932 | $73,421+228.2% | $66,439+262.6% | $155,188+55.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 1.84% | 1382.37%-1380.5pp | 757.66%-755.8pp | 148.84%-147.0pp |
| Employer contribution / active EE | $40,827 | $3,039+1243.5% | $2,637+1448.4% | $4,248+861.1% |
| Participant deferral / active EE | $11,488 | $4,680+145.5% | $3,876+196.4% | $6,531+75.9% |
| Admin fee / account holder | $2,724 | $8,856-69.2% | $6,173-55.9% | $14,480-81.2% |