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 | $89,250 | $160,040-44.2% | $147,096-39.3% | $145,877-38.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.58% | 98.49%-92.9pp | 419.75%-414.2pp | 551.28%-545.7pp |
| Employer contribution / active EE | $2,223 | $5,289-58.0% | $4,936-55.0% | $4,663-52.3% |
| Participant deferral / active EE | $3,033 | $8,429-64.0% | $8,071-62.4% | $6,691-54.7% |
| Admin fee / account holder | $117,956 | $15,050+683.8% | $13,005+807.0% | $13,402+780.1% |