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 | $92,682 | $148,582-37.6% | $135,942-31.8% | $139,456-33.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.23% | 79.26%-72.0pp | 68.28%-61.0pp | 373.45%-366.2pp |
| Employer contribution / active EE | $10,489 | $5,245+100.0% | $4,858+115.9% | $4,753+120.7% |
| Participant deferral / active EE | $8,626 | $8,101+6.5% | $7,759+11.2% | $6,711+28.5% |
| Admin fee / account holder | $126,879 | $12,402+923.0% | $10,764+1078.7% | $11,407+1012.3% |