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 | $68,873 | $198,470-65.3% | $170,444-59.6% | $147,585-53.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.54% | 257.30%-255.8pp | 205.94%-204.4pp | 578.56%-577.0pp |
| Employer contribution / active EE | $4,297 | $6,184-30.5% | $5,433-20.9% | $4,876-11.9% |
| Participant deferral / active EE | $11,248 | $5,629+99.8% | $4,939+127.7% | $5,439+106.8% |
| Admin fee / account holder | $381 | $16,852-97.7% | $13,881-97.3% | $10,885-96.5% |