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 | $106,795 | $209,847-49.1% | $189,520-43.6% | $167,518-36.2% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 5.83% | 748.45%-742.6pp | 555.25%-549.4pp | 478.71%-472.9pp |
| Employer contribution / active EE | $2,785 | $6,913-59.7% | $6,161-54.8% | $4,838-42.4% |
| Participant deferral / active EE | $11,552 | $8,934+29.3% | $8,220+40.5% | $6,342+82.1% |
| Admin fee / account holder | $133,205 | $14,295+831.8% | $12,046+1005.8% | $12,312+981.9% |