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 | $112,118 | $171,867-34.8% | $149,721-25.1% | $147,586-24.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.86% | 2113.36%-2104.5pp | 1501.67%-1492.8pp | 578.59%-569.7pp |
| Employer contribution / active EE | $3,811 | $6,275-39.3% | $5,444-30.0% | $4,876-21.8% |
| Participant deferral / active EE | $8,771 | $7,270+20.7% | $6,568+33.5% | $5,439+61.3% |
| Admin fee / account holder | $400 | $13,799-97.1% | $11,282-96.5% | $10,886-96.3% |