Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $121,538 | $107,353+13.2% | $92,903+30.8% | $152,885-20.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 2.20% | 145.62%-143.4pp | 109.43%-107.2pp | 345.39%-343.2pp |
| Employer contribution / active EE | $10,429 | $4,222+147.0% | $3,653+185.5% | $4,763+119.0% |
| Participant deferral / active EE | $7,018 | $4,848+44.8% | $4,238+65.6% | $5,851+20.0% |
| Admin fee / account holder | $83,621 | $7,081+1080.9% | $5,795+1343.1% | $11,598+621.0% |