Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,351 | $202,342-80.1% | $172,752-76.6% | $152,897-73.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.80% | 1029.83%-1023.0pp | 802.97%-796.2pp | 345.43%-338.6pp |
| Employer contribution / active EE | $5,818 | $5,858-0.7% | $5,144+13.1% | $4,764+22.1% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.8% | $5,851+8.2% |
| Admin fee / account holder | $3,531 | $17,111-79.4% | $13,955-74.7% | $11,599-69.6% |