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 | $111,161 | $159,978-30.5% | $147,041-24.4% | $145,978-23.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.58% | 98.36%-91.8pp | 419.21%-412.6pp | 550.52%-543.9pp |
| Employer contribution / active EE | $12,000 | $5,288+126.9% | $4,935+143.2% | $4,662+157.4% |
| Participant deferral / active EE | $10,985 | $8,429+30.3% | $8,071+36.1% | $6,690+64.2% |
| Admin fee / account holder | $640 | $15,053-95.7% | $13,006-95.1% | $13,400-95.2% |