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 | $147,111 | $102,382+43.7% | $147,005+0.1% | $80,874+81.9% |
| Participation rate | 86.9% | 75.8%+11.0pp | 82.2%+4.7pp | 67.6%+19.2pp |
| Annual return | 6.46% | 134.89%-128.4pp | 418.76%-412.3pp | 35.62%-29.2pp |
| Employer contribution / active EE | $4,440 | $3,715+19.5% | $4,934-10.0% | $2,756+61.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $13,751 | $7,942+73.1% | $13,006+5.7% | $6,935+98.3% |