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 | $61,180 | $68,097-10.2% | $62,929-2.8% | $137,256-55.4% |
| Participation rate | 76.5% | 77.4%-1.0pp | 73.1%+3.4pp | 80.0%-3.5pp |
| Annual return | 10.80% | 1859.11%-1848.3pp | 1063.93%-1053.1pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,060 | $2,811+8.8% | $2,505+22.2% | $4,156-26.4% |
| Participant deferral / active EE | $1,709 | $4,553-62.5% | $3,888-56.0% | $6,407-73.3% |
| Admin fee / account holder | $386 | $6,521-94.1% | $5,065-92.4% | $12,270-96.9% |