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 | $116,217 | $160,070-27.4% | $147,117-21.0% | $145,897-20.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.32% | 98.69%-89.4pp | 420.54%-411.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $10,664 | $5,285+101.8% | $4,932+116.2% | $4,663+128.7% |
| Participant deferral / active EE | $13,140 | $8,419+56.1% | $8,065+62.9% | $6,689+96.4% |
| Admin fee / account holder | $3,443 | $15,035-77.1% | $12,993-73.5% | $13,390-74.3% |