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 | $126,607 | $198,457-36.2% | $170,435-25.7% | $147,586-14.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.11% | 257.30%-249.2pp | 205.94%-197.8pp | 578.59%-570.5pp |
| Employer contribution / active EE | $12,875 | $6,183+108.2% | $5,432+137.0% | $4,876+164.0% |
| Participant deferral / active EE | $9,050 | $5,629+60.8% | $4,939+83.2% | $5,439+66.4% |
| Admin fee / account holder | $82,656 | $16,852+390.5% | $13,881+495.5% | $10,886+659.3% |