Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $138,935 | $166,268-16.4% | $165,100-15.8% | $145,897-4.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.34% | 100.52%-95.2pp | 70.21%-64.9pp | 552.29%-547.0pp |
| Employer contribution / active EE | $13,235 | $5,284+150.5% | $4,348+204.4% | $4,663+183.8% |
| Participant deferral / active EE | $18,564 | $6,964+166.6% | $6,035+207.6% | $6,689+177.5% |
| Admin fee / account holder | $94,294 | $16,659+466.0% | $12,696+642.7% | $13,390+604.2% |