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 | $133,258 | $154,228-13.6% | $145,433-8.4% | $137,256-2.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.93% | 74.59%-66.7pp | 66.58%-58.6pp | 220.34%-212.4pp |
| Employer contribution / active EE | $15,385 | $4,804+220.3% | $4,554+237.8% | $4,156+270.2% |
| Participant deferral / active EE | $15,694 | $8,216+91.0% | $7,897+98.7% | $6,407+145.0% |
| Admin fee / account holder | $106,257 | $14,344+640.8% | $13,129+709.3% | $12,270+766.0% |