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 | $92,382 | $109,872-15.9% | $98,483-6.2% | $167,536-44.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.49% | 1959.31%-1950.8pp | 1494.38%-1485.9pp | 478.82%-470.3pp |
| Employer contribution / active EE | $5,092 | $3,225+57.9% | $2,961+72.0% | $4,839+5.2% |
| Participant deferral / active EE | $10,214 | $4,673+118.6% | $4,276+138.8% | $6,342+61.1% |
| Admin fee / account holder | $524 | $6,757-92.2% | $5,953-91.2% | $12,315-95.7% |