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 | $59,050 | $72,465-18.5% | $67,575-12.6% | $145,884-59.5% |
| Participation rate | 78.6% | 76.9%+1.7pp | 72.9%+5.7pp | 80.3%-1.7pp |
| Annual return | 9.03% | 7222.56%-7213.5pp | 3528.98%-3519.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $3,004 | $3,074-2.3% | $2,736+9.8% | $4,662-35.6% |
| Participant deferral / active EE | $5,058 | $4,786+5.7% | $4,003+26.3% | $6,690-24.4% |
| Admin fee / account holder | $40,518 | $5,515+634.6% | $3,993+914.7% | $13,392+202.6% |