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 | $103,703 | $175,231-40.8% | $149,696-30.7% | $139,466-25.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 6.06% | 166.77%-160.7pp | 134.46%-128.4pp | 373.66%-367.6pp |
| Employer contribution / active EE | $10,582 | $5,478+93.2% | $4,821+119.5% | $4,754+122.6% |
| Participant deferral / active EE | $6,144 | $6,521-5.8% | $5,682+8.1% | $6,712-8.5% |
| Admin fee / account holder | $330,887 | $16,155+1948.2% | $13,212+2404.5% | $11,409+2800.3% |