Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $109,250 | $154,228-29.2% | $145,433-24.9% | $137,256-20.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.06% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $13,246 | $4,804+175.7% | $4,554+190.8% | $4,156+218.7% |
| Participant deferral / active EE | $31,000 | $8,216+277.3% | $7,897+292.5% | $6,407+383.9% |
| Admin fee / account holder | $55,169 | $14,344+284.6% | $13,129+320.2% | $12,270+349.6% |