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 | $132,838 | $132,634+0.2% | $115,768+14.7% | $137,256-3.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 6.03% | 160.70%-154.7pp | 100.46%-94.4pp | 220.34%-214.3pp |
| Employer contribution / active EE | $6,875 | $3,360+104.6% | $2,940+133.9% | $4,156+65.4% |
| Participant deferral / active EE | $4,395 | $5,619-21.8% | $4,917-10.6% | $6,407-31.4% |
| Admin fee / account holder | $10,169 | $15,028-32.3% | $12,439-18.3% | $12,270-17.1% |