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 | $60,372 | $209,422-71.2% | $178,503-66.2% | $158,982-62.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.72% | 188.81%-192.5pp | 151.12%-154.8pp | 302.99%-306.7pp |
| Employer contribution / active EE | $7,019 | $5,707+23.0% | $5,011+40.1% | $4,763+47.4% |
| Participant deferral / active EE | $4,534 | $5,955-23.9% | $5,202-12.9% | $5,983-24.2% |
| Admin fee / account holder | $17,374 | $17,079+1.7% | $13,987+24.2% | $11,252+54.4% |