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 | $187,145 | $150,447+24.4% | $136,298+37.3% | $147,586+26.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.05% | 1049.15%-1048.1pp | 5156.27%-5155.2pp | 578.59%-577.5pp |
| Employer contribution / active EE | $26,445 | $5,256+403.1% | $4,696+463.2% | $4,876+442.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,212 | $10,906-24.7% | $9,244-11.2% | $10,886-24.6% |