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 | $93,089 | $202,342-54.0% | $172,753-46.1% | $152,909-39.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.96% | 1029.88%-1019.9pp | 803.00%-793.0pp | 345.46%-335.5pp |
| Employer contribution / active EE | $13,409 | $5,857+128.9% | $5,144+160.7% | $4,764+181.5% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $3,497 | $17,112-79.6% | $13,956-74.9% | $11,601-69.9% |