Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $155,761 | $165,361-5.8% | $149,715+4.0% | $158,950-2.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.19% | 348.24%-348.0pp | 276.66%-276.5pp | 302.91%-302.7pp |
| Employer contribution / active EE | $37,347 | $5,103+631.8% | $4,645+704.1% | $4,762+684.3% |
| Participant deferral / active EE | $26,238 | $7,182+265.4% | $6,842+283.5% | $5,983+338.6% |
| Admin fee / account holder | $9,223 | $10,808-14.7% | $9,310-0.9% | $11,248-18.0% |