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 | $111,366 | $111,535-0.2% | $105,223+5.8% | $137,256-18.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 6.26% | 237.85%-231.6pp | 180.65%-174.4pp | 220.34%-214.1pp |
| Employer contribution / active EE | $8,975 | $3,939+127.8% | $3,689+143.3% | $4,156+115.9% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $694 | $9,721-92.9% | $8,859-92.2% | $12,270-94.3% |