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 | $122,774 | $217,427-43.5% | $185,837-33.9% | $167,518-26.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.17% | 148.39%-144.2pp | 122.08%-117.9pp | 478.71%-474.5pp |
| Employer contribution / active EE | $11,600 | $5,874+97.5% | $5,168+124.5% | $4,838+139.7% |
| Participant deferral / active EE | $5,840 | $6,357-8.1% | $5,568+4.9% | $6,342-7.9% |
| Admin fee / account holder | $1,944 | $19,816-90.2% | $16,241-88.0% | $12,312-84.2% |