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 | $128,289 | $160,070-19.9% | $147,117-12.8% | $145,897-12.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.89% | 98.69%-90.8pp | 420.54%-412.7pp | 552.29%-544.4pp |
| Employer contribution / active EE | $9,521 | $5,285+80.2% | $4,932+93.0% | $4,663+104.2% |
| Participant deferral / active EE | $8,096 | $8,419-3.8% | $8,065+0.4% | $6,689+21.0% |
| Admin fee / account holder | $7,053 | $15,035-53.1% | $12,993-45.7% | $13,390-47.3% |