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 | $112,505 | $183,539-38.7% | $155,556-27.7% | $145,897-22.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.73% | 61.31%-56.6pp | 64.84%-60.1pp | 552.29%-547.6pp |
| Employer contribution / active EE | $8,000 | $5,315+50.5% | $4,675+71.1% | $4,663+71.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,063 | $19,275-89.3% | $15,885-87.0% | $13,390-84.6% |