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 | $149,284 | $154,754-3.5% | $124,206+20.2% | $138,895+7.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 6.98% | 709.28%-702.3pp | 515.27%-508.3pp | 145.39%-138.4pp |
| Employer contribution / active EE | $9,000 | $4,446+102.4% | $3,540+154.2% | $4,194+114.6% |
| Participant deferral / active EE | $34,750 | $4,621+652.0% | $3,968+775.9% | $6,396+443.3% |
| Admin fee / account holder | $530 | $6,690-92.1% | $5,929-91.1% | $12,562-95.8% |