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 | $129,024 | $201,259-35.9% | $184,200-30.0% | $145,959-11.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.70% | 28.98%-22.3pp | 28.80%-22.1pp | 561.95%-555.3pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,920 | $9,806-60.0% | $9,132-57.1% | $6,689-41.4% |
| Admin fee / account holder | $105,615 | $16,372+545.1% | $13,907+659.4% | $13,398+688.3% |