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 | $150,294 | $210,698-28.7% | $178,014-15.6% | $145,959+3.0% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 7.51% | 386.27%-378.8pp | 294.80%-287.3pp | 561.95%-554.4pp |
| Employer contribution / active EE | $8,401 | $4,567+83.9% | $3,950+112.7% | $4,661+80.2% |
| Participant deferral / active EE | $10,275 | $6,958+47.7% | $6,276+63.7% | $6,689+53.6% |
| Admin fee / account holder | $68,875 | $12,016+473.2% | $10,362+564.7% | $13,398+414.1% |