Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $117,765 | $209,874-43.9% | $189,537-37.9% | $167,536-29.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 7.75% | 748.61%-740.9pp | 555.34%-547.6pp | 478.82%-471.1pp |
| Employer contribution / active EE | $7,308 | $6,913+5.7% | $6,161+18.6% | $4,839+51.0% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,538 | $14,299-75.3% | $12,048-70.6% | $12,315-71.3% |