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 | $75,262 | $160,040-53.0% | $147,096-48.8% | $145,877-48.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.99% | 98.49%-89.5pp | 419.75%-410.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $10,137 | $5,289+91.6% | $4,936+105.4% | $4,663+117.4% |
| Participant deferral / active EE | $11,393 | $8,429+35.2% | $8,071+41.2% | $6,691+70.3% |
| Admin fee / account holder | $13,437 | $15,050-10.7% | $13,005+3.3% | $13,402+0.3% |