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 | $65,311 | $202,345-67.7% | $172,755-62.2% | $152,885-57.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.00% | 1029.77%-1020.8pp | 802.94%-793.9pp | 345.39%-336.4pp |
| Employer contribution / active EE | $4,914 | $5,858-16.1% | $5,144-4.5% | $4,763+3.2% |
| Participant deferral / active EE | $7,089 | $5,948+19.2% | $5,198+36.4% | $5,851+21.2% |
| Admin fee / account holder | $179,973 | $17,111+951.8% | $13,955+1189.7% | $11,598+1451.7% |