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 | $128,807 | $212,386-39.4% | $199,883-35.6% | $138,895-7.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 10.74% | 47.75%-37.0pp | 43.81%-33.1pp | 145.39%-134.7pp |
| Employer contribution / active EE | $11,100 | $6,625+67.6% | $6,261+77.3% | $4,194+164.6% |
| Participant deferral / active EE | $36,255 | $9,617+277.0% | $9,138+296.7% | $6,396+466.8% |
| Admin fee / account holder | $118,460 | $18,233+549.7% | $17,268+586.0% | $12,562+843.0% |