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 | $56,950 | $150,447-62.1% | $136,298-58.2% | $147,586-61.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.97% | 1049.15%-1039.2pp | 5156.27%-5146.3pp | 578.59%-568.6pp |
| Employer contribution / active EE | $3,338 | $5,256-36.5% | $4,696-28.9% | $4,876-31.6% |
| Participant deferral / active EE | $9,375 | $6,631+41.4% | $6,247+50.1% | $5,439+72.4% |
| Admin fee / account holder | $649 | $10,906-94.1% | $9,244-93.0% | $10,886-94.0% |