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 | $106,488 | $150,445-29.2% | $136,297-21.9% | $147,585-27.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.34% | 1049.14%-1039.8pp | 5156.16%-5146.8pp | 578.57%-569.2pp |
| Employer contribution / active EE | $4,347 | $5,256-17.3% | $4,696-7.4% | $4,876-10.8% |
| Participant deferral / active EE | $12,874 | $6,631+94.2% | $6,247+106.1% | $5,439+136.7% |
| Admin fee / account holder | $38,150 | $10,906+249.8% | $9,244+312.7% | $10,885+250.5% |