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 | $91,794 | $112,121-18.1% | $95,960-4.3% | $158,966-42.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 2.70% | 171.16%-168.5pp | 91.63%-88.9pp | 302.95%-300.2pp |
| Employer contribution / active EE | $14,617 | $3,199+356.9% | $2,541+475.2% | $4,762+206.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,670 | $10,135-14.5% | $6,797+27.6% | $11,250-22.9% |