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 | $161,709 | $202,342-20.1% | $172,753-6.4% | $152,909+5.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.30% | 1029.88%-1017.6pp | 803.00%-790.7pp | 345.46%-333.2pp |
| Employer contribution / active EE | $23,511 | $5,857+301.4% | $5,144+357.1% | $4,764+393.5% |
| Participant deferral / active EE | $25,126 | $5,948+322.4% | $5,198+383.4% | $5,851+329.4% |
| Admin fee / account holder | $831 | $17,112-95.1% | $13,956-94.0% | $11,601-92.8% |