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 | $230,506 | $217,427+6.0% | $185,837+24.0% | $167,518+37.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.88% | 148.39%-145.5pp | 122.08%-119.2pp | 478.71%-475.8pp |
| Employer contribution / active EE | $23,050 | $5,874+292.4% | $5,168+346.0% | $4,838+376.4% |
| Participant deferral / active EE | $15,833 | $6,357+149.1% | $5,568+184.3% | $6,342+149.7% |
| Admin fee / account holder | $1,641 | $19,816-91.7% | $16,241-89.9% | $12,312-86.7% |