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 | $103,241 | $107,363-3.8% | $92,909+11.1% | $152,897-32.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 1.12% | 145.63%-144.5pp | 109.44%-108.3pp | 345.43%-344.3pp |
| Employer contribution / active EE | $3,266 | $4,222-22.6% | $3,653-10.6% | $4,764-31.4% |
| Participant deferral / active EE | $4,700 | $4,848-3.0% | $4,238+10.9% | $5,851-19.7% |
| Admin fee / account holder | $51,649 | $7,082+629.3% | $5,795+791.3% | $11,599+345.3% |