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 | $153,409 | $101,618+51.0% | $93,063+64.8% | $137,256+11.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 9.08% | 223.95%-214.9pp | 34.15%-25.1pp | 220.34%-211.3pp |
| Employer contribution / active EE | $3,857 | $2,707+42.5% | $2,476+55.8% | $4,156-7.2% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,203 | $6,198-80.6% | $6,033-80.1% | $12,270-90.2% |