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 | $61,410 | $209,422-70.7% | $178,503-65.6% | $158,982-61.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.20% | 188.81%-182.6pp | 151.12%-144.9pp | 302.99%-296.8pp |
| Employer contribution / active EE | $17,538 | $5,707+207.3% | $5,011+250.0% | $4,763+268.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,857 | $17,079-54.0% | $13,987-43.8% | $11,252-30.2% |