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 | $131,503 | $171,865-23.5% | $149,718-12.2% | $147,585-10.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.30% | 2113.29%-2106.0pp | 1501.67%-1494.4pp | 578.56%-571.3pp |
| Employer contribution / active EE | $2,267 | $6,275-63.9% | $5,445-58.4% | $4,876-53.5% |
| Participant deferral / active EE | $15,733 | $7,270+116.4% | $6,569+139.5% | $5,439+189.3% |
| Admin fee / account holder | $1,251 | $13,799-90.9% | $11,283-88.9% | $10,885-88.5% |