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 | $49,493 | $176,120-71.9% | $159,487-69.0% | $167,553-70.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.54% | 331.95%-330.4pp | 263.71%-262.2pp | 478.89%-477.4pp |
| Employer contribution / active EE | $10,607 | $5,299+100.1% | $4,831+119.5% | $4,840+119.2% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $30,122 | $12,561+139.8% | $10,804+178.8% | $12,316+144.6% |