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 | $63,002 | $68,097-7.5% | $62,929+0.1% | $137,256-54.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 7.06% | 1859.11%-1852.1pp | 1063.93%-1056.9pp | 220.34%-213.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,916 | $4,553-14.0% | $3,888+0.7% | $6,407-38.9% |
| Admin fee / account holder | $6,516 | $6,521-0.1% | $5,065+28.7% | $12,270-46.9% |