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 | $74,722 | $89,367-16.4% | $141,191-47.1% | $72,975+2.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -0.09% | 111.87%-112.0pp | 71.41%-71.5pp | 81.01%-81.1pp |
| Employer contribution / active EE | $6,030 | $3,115+93.6% | $4,736+27.3% | $2,440+147.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,734 | $5,957-37.3% | $10,264-63.6% | $5,124-27.1% |