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 | $156,636 | $157,296-0.4% | $141,191+10.9% | $152,897+2.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.75% | 64.34%-51.6pp | 71.41%-58.7pp | 345.43%-332.7pp |
| Employer contribution / active EE | $4,132 | $5,262-21.5% | $4,736-12.8% | $4,764-13.3% |
| Participant deferral / active EE | $11,415 | $7,111+60.5% | $6,710+70.1% | $5,851+95.1% |
| Admin fee / account holder | $127,287 | $12,125+949.8% | $10,264+1140.1% | $11,599+997.4% |