Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $145,805 | $217,432-32.9% | $185,851-21.5% | $167,553-13.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.22% | 148.43%-144.2pp | 122.11%-117.9pp | 478.89%-474.7pp |
| Employer contribution / active EE | $9,833 | $5,874+67.4% | $5,168+90.3% | $4,840+103.2% |
| Participant deferral / active EE | $15,167 | $6,357+138.6% | $5,569+172.4% | $6,343+139.1% |
| Admin fee / account holder | $4,626 | $19,820-76.7% | $16,245-71.5% | $12,316-62.4% |