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 | $68,178 | $209,428-67.4% | $178,498-61.8% | $158,950-57.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.19% | 188.78%-186.6pp | 151.09%-148.9pp | 302.91%-300.7pp |
| Employer contribution / active EE | $2,677 | $5,707-53.1% | $5,011-46.6% | $4,762-43.8% |
| Participant deferral / active EE | $5,176 | $5,955-13.1% | $5,202-0.5% | $5,983-13.5% |
| Admin fee / account holder | $28,698 | $17,077+68.0% | $13,985+105.2% | $11,248+155.1% |