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 | $122,176 | $90,691+34.7% | $76,119+60.5% | $145,884-16.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 4.45% | 624.52%-620.1pp | 361.25%-356.8pp | 551.85%-547.4pp |
| Employer contribution / active EE | $15,752 | $3,329+373.2% | $2,693+485.0% | $4,662+237.9% |
| Participant deferral / active EE | $9,003 | $5,167+74.2% | $4,259+111.4% | $6,690+34.6% |
| Admin fee / account holder | $1,354 | $8,383-83.8% | $6,421-78.9% | $13,392-89.9% |