Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $99,629 | $111,535-10.7% | $105,223-5.3% | $137,256-27.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.56% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $29,964 | $3,939+660.6% | $3,689+712.4% | $4,156+621.0% |
| Participant deferral / active EE | $10,333 | $5,500+87.9% | $5,072+103.7% | $6,407+61.3% |
| Admin fee / account holder | $463,275 | $9,721+4665.5% | $8,859+5129.6% | $12,270+3675.6% |