Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $119,524 | $124,187-3.8% | $108,410+10.3% | $167,518-28.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.50% | 1379.80%-1371.3pp | 905.34%-896.8pp | 478.71%-470.2pp |
| Employer contribution / active EE | $2,714 | $4,187-35.2% | $3,558-23.7% | $4,838-43.9% |
| Participant deferral / active EE | $16,147 | $6,908+133.7% | $6,562+146.0% | $6,342+154.6% |
| Admin fee / account holder | $1,814 | $9,456-80.8% | $7,296-75.1% | $12,312-85.3% |