Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $129,083 | $171,867-24.9% | $149,721-13.8% | $147,586-12.5% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 1.28% | 2113.36%-2112.1pp | 1501.67%-1500.4pp | 578.59%-577.3pp |
| Employer contribution / active EE | $9,917 | $6,275+58.0% | $5,444+82.1% | $4,876+103.4% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,000 | $13,799-85.5% | $11,282-82.3% | $10,886-81.6% |