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 | $120,850 | $168,636-28.3% | $147,618-18.1% | $125,388-3.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.07% | 77.65%-82.7pp | 61.98%-67.0pp | 282.24%-287.3pp |
| Employer contribution / active EE | $7,982 | $6,252+27.7% | $5,565+43.4% | $4,866+64.0% |
| Participant deferral / active EE | $10,025 | $5,507+82.0% | $4,895+104.8% | $5,352+87.3% |
| Admin fee / account holder | $355 | $13,580-97.4% | $11,612-96.9% | $9,541-96.3% |