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 | $131,483 | $171,867-23.5% | $149,721-12.2% | $147,586-10.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.39% | 2113.36%-2105.0pp | 1501.67%-1493.3pp | 578.59%-570.2pp |
| Employer contribution / active EE | $7,357 | $6,275+17.3% | $5,444+35.1% | $4,876+50.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,492 | $13,799-81.9% | $11,282-77.9% | $10,886-77.1% |