Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $131,383 | $76,368+72.0% | $67,681+94.1% | $154,746-15.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 8.42% | 1066.77%-1058.4pp | 590.58%-582.2pp | 172.34%-163.9pp |
| Employer contribution / active EE | $9,348 | $3,151+196.6% | $2,678+249.0% | $4,379+113.5% |
| Participant deferral / active EE | $7,530 | $4,824+56.1% | $3,976+89.4% | $6,730+11.9% |
| Admin fee / account holder | $22,006 | $8,559+157.1% | $6,100+260.8% | $14,365+53.2% |