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 | $216,731 | $160,070+35.4% | $147,117+47.3% | $145,897+48.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.09% | 98.69%-90.6pp | 420.54%-412.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $7,196 | $5,285+36.2% | $4,932+45.9% | $4,663+54.3% |
| Participant deferral / active EE | $16,285 | $8,419+93.4% | $8,065+101.9% | $6,689+143.4% |
| Admin fee / account holder | $2,404 | $15,035-84.0% | $12,993-81.5% | $13,390-82.0% |