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 | $114,990 | $172,111-33.2% | $150,298-23.5% | $137,256-16.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.75% | 69.37%-59.6pp | 62.79%-53.0pp | 220.34%-210.6pp |
| Employer contribution / active EE | $11,668 | $4,636+151.7% | $4,154+180.9% | $4,156+180.7% |
| Participant deferral / active EE | $10,840 | $6,166+75.8% | $5,453+98.8% | $6,407+69.2% |
| Admin fee / account holder | $609 | $16,471-96.3% | $14,116-95.7% | $12,270-95.0% |