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 | $116,299 | $217,432-46.5% | $185,849-37.4% | $167,536-30.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.47% | 148.42%-147.9pp | 122.10%-121.6pp | 478.82%-478.3pp |
| Employer contribution / active EE | $5,007 | $5,875-14.8% | $5,169-3.1% | $4,839+3.5% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.4% | $6,342+105.0% |
| Admin fee / account holder | $1,968 | $19,818-90.1% | $16,244-87.9% | $12,315-84.0% |