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 | $196,977 | $169,336+16.3% | $129,384+52.2% | $145,884+35.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 2.65% | 14408.70%-14406.1pp | 9461.77%-9459.1pp | 551.85%-549.2pp |
| Employer contribution / active EE | $2,725 | $5,540-50.8% | $4,153-34.4% | $4,662-41.5% |
| Participant deferral / active EE | $8,996 | $4,985+80.5% | $4,166+116.0% | $6,690+34.5% |
| Admin fee / account holder | $1,391 | $9,912-86.0% | $7,686-81.9% | $13,392-89.6% |