Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $131,261 | $159,978-18.0% | $147,041-10.7% | $145,978-10.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.84% | 98.36%-95.5pp | 419.21%-416.4pp | 550.52%-547.7pp |
| Employer contribution / active EE | $12,937 | $5,288+144.6% | $4,935+162.1% | $4,662+177.5% |
| Participant deferral / active EE | $4,957 | $8,429-41.2% | $8,071-38.6% | $6,690-25.9% |
| Admin fee / account holder | $12,403 | $15,053-17.6% | $13,006-4.6% | $13,400-7.4% |