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 | $141,010 | $202,342-30.3% | $172,753-18.4% | $152,909-7.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 11.96% | 1029.88%-1017.9pp | 803.00%-791.0pp | 345.46%-333.5pp |
| Employer contribution / active EE | $9,874 | $5,857+68.6% | $5,144+91.9% | $4,764+107.3% |
| Participant deferral / active EE | $6,664 | $5,948+12.0% | $5,198+28.2% | $5,851+13.9% |
| Admin fee / account holder | $1,969 | $17,112-88.5% | $13,956-85.9% | $11,601-83.0% |