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 | $155,102 | $196,972-21.3% | $182,262-14.9% | $198,609-21.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 1.43% | 158.27%-156.8pp | 140.60%-139.2pp | 202.70%-201.3pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,554 | $8,643-24.2% | $8,276-20.8% | $6,977-6.1% |
| Admin fee / account holder | $644 | $18,429-96.5% | $16,712-96.1% | $19,030-96.6% |