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 | $44,156 | $102,595-57.0% | $94,057-53.1% | $154,746-71.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 8.63% | 583.42%-574.8pp | 480.62%-472.0pp | 172.34%-163.7pp |
| Employer contribution / active EE | $8,266 | $3,147+162.6% | $2,933+181.8% | $4,379+88.8% |
| Participant deferral / active EE | $5,254 | $5,118+2.7% | $4,709+11.6% | $6,730-21.9% |
| Admin fee / account holder | $9,052 | $7,736+17.0% | $7,244+24.9% | $14,365-37.0% |