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 | $135,692 | $198,462-31.6% | $170,439-20.4% | $147,585-8.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.84% | 257.30%-248.5pp | 205.94%-197.1pp | 578.58%-569.7pp |
| Employer contribution / active EE | $7,500 | $6,184+21.3% | $5,433+38.1% | $4,876+53.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $80,471 | $16,852+377.5% | $13,881+479.7% | $10,886+639.2% |