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 | $45,975 | $150,447-69.4% | $136,298-66.3% | $147,586-68.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.39% | 1049.15%-1040.8pp | 5156.27%-5147.9pp | 578.59%-570.2pp |
| Employer contribution / active EE | $8,043 | $5,256+53.0% | $4,696+71.3% | $4,876+64.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,124 | $10,906-89.7% | $9,244-87.8% | $10,886-89.7% |