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 | $92,177 | $183,978-49.9% | $162,171-43.2% | $152,885-39.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 11.66% | 150.78%-139.1pp | 115.60%-103.9pp | 345.39%-333.7pp |
| Employer contribution / active EE | $9,430 | $6,370+48.0% | $5,613+68.0% | $4,763+98.0% |
| Participant deferral / active EE | $5,854 | $8,033-27.1% | $7,297-19.8% | $5,851+0.1% |
| Admin fee / account holder | $1,202 | $13,122-90.8% | $10,843-88.9% | $11,598-89.6% |