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 | $148,993 | $100,895+47.7% | $90,430+64.8% | $158,950-6.3% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 1.55% | 1725.54%-1724.0pp | 1293.73%-1292.2pp | 302.91%-301.4pp |
| Employer contribution / active EE | $3,317 | $3,689-10.1% | $3,262+1.7% | $4,762-30.4% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,704 | $6,505-73.8% | $5,613-69.6% | $11,248-84.9% |