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 | $71,748 | $68,097+5.4% | $62,929+14.0% | $137,256-47.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.67% | 1859.11%-1848.4pp | 1063.93%-1053.3pp | 220.34%-209.7pp |
| Employer contribution / active EE | $3,052 | $2,811+8.6% | $2,505+21.8% | $4,156-26.6% |
| Participant deferral / active EE | $6,246 | $4,553+37.2% | $3,888+60.6% | $6,407-2.5% |
| Admin fee / account holder | $2,603 | $6,521-60.1% | $5,065-48.6% | $12,270-78.8% |