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 | $117,944 | $217,432-45.8% | $185,849-36.5% | $167,536-29.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.51% | 148.42%-143.9pp | 122.10%-117.6pp | 478.82%-474.3pp |
| Employer contribution / active EE | $16,410 | $5,875+179.3% | $5,169+217.5% | $4,839+239.1% |
| Participant deferral / active EE | $9,539 | $6,357+50.1% | $5,569+71.3% | $6,342+50.4% |
| Admin fee / account holder | $30,363 | $19,818+53.2% | $16,244+86.9% | $12,315+146.6% |