Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,767 | $202,342-72.4% | $172,753-67.7% | $152,909-63.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 3.78% | 1029.88%-1026.1pp | 803.00%-799.2pp | 345.46%-341.7pp |
| Employer contribution / active EE | $3,395 | $5,857-42.0% | $5,144-34.0% | $4,764-28.7% |
| Participant deferral / active EE | $2,447 | $5,948-58.9% | $5,198-52.9% | $5,851-58.2% |
| Admin fee / account holder | $557 | $17,112-96.7% | $13,956-96.0% | $11,601-95.2% |