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 | $119,948 | $209,422-42.7% | $178,503-32.8% | $158,982-24.6% |
| Participation rate | 88.2% | 86.4%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | 1.78% | 188.81%-187.0pp | 151.12%-149.3pp | 302.99%-301.2pp |
| Employer contribution / active EE | $10,761 | $5,707+88.6% | $5,011+114.7% | $4,763+125.9% |
| Participant deferral / active EE | $6,580 | $5,955+10.5% | $5,202+26.5% | $5,983+10.0% |
| Admin fee / account holder | $54,490 | $17,079+219.0% | $13,987+289.6% | $11,252+384.3% |