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 | $122,518 | $88,754+38.0% | $81,820+49.7% | $145,877-16.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.07% | 1031.77%-1022.7pp | 777.93%-768.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $3,249 | $3,085+5.3% | $2,915+11.5% | $4,663-30.3% |
| Participant deferral / active EE | $5,654 | $4,648+21.7% | $4,323+30.8% | $6,691-15.5% |
| Admin fee / account holder | $550 | $8,424-93.5% | $7,391-92.6% | $13,402-95.9% |