Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $141,661 | $160,070-11.5% | $147,117-3.7% | $145,897-2.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.69% | 98.69%-93.0pp | 420.54%-414.8pp | 552.29%-546.6pp |
| Employer contribution / active EE | $14,515 | $5,285+174.7% | $4,932+194.3% | $4,663+211.3% |
| Participant deferral / active EE | $11,899 | $8,419+41.3% | $8,065+47.5% | $6,689+77.9% |
| Admin fee / account holder | $45,197 | $15,035+200.6% | $12,993+247.9% | $13,390+237.5% |