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 | $165,399-5.8% | $149,745+4.0% | $158,982-2.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.19% | 348.34%-348.1pp | 276.72%-276.5pp | 302.99%-302.8pp |
| Employer contribution / active EE | $37,347 | $5,105+631.6% | $4,646+703.9% | $4,763+684.1% |
| Participant deferral / active EE | $26,238 | $7,183+265.3% | $6,843+283.4% | $5,983+338.5% |
| Admin fee / account holder | $9,223 | $10,811-14.7% | $9,312-1.0% | $11,252-18.0% |