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 | $220,779 | $217,427+1.5% | $185,837+18.8% | $167,518+31.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.12% | 148.39%-140.3pp | 122.08%-114.0pp | 478.71%-470.6pp |
| Employer contribution / active EE | $11,586 | $5,874+97.2% | $5,168+124.2% | $4,838+139.5% |
| Participant deferral / active EE | $11,777 | $6,357+85.3% | $5,568+111.5% | $6,342+85.7% |
| Admin fee / account holder | $116,601 | $19,816+488.4% | $16,241+617.9% | $12,312+847.0% |