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 | $78,310 | $72,071+8.7% | $68,368+14.5% | $137,256-42.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.97% | 353.14%-342.2pp | 292.57%-281.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,554 | $4,410+48.6% | $4,123+59.0% | $6,407+2.3% |
| Admin fee / account holder | $14,948 | $5,336+180.2% | $5,150+190.3% | $12,270+21.8% |