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 | $159,021 | $209,847-24.2% | $189,520-16.1% | $167,518-5.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.69% | 748.45%-742.8pp | 555.25%-549.6pp | 478.71%-473.0pp |
| Employer contribution / active EE | $3,749 | $6,913-45.8% | $6,161-39.1% | $4,838-22.5% |
| Participant deferral / active EE | $12,798 | $8,934+43.3% | $8,220+55.7% | $6,342+101.8% |
| Admin fee / account holder | $1,118 | $14,295-92.2% | $12,046-90.7% | $12,312-90.9% |