Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $106,519 | $176,077-39.5% | $159,455-33.2% | $167,518-36.4% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.6pp | 82.1%+7.4pp |
| Annual return | 1.42% | 331.83%-330.4pp | 263.63%-262.2pp | 478.71%-477.3pp |
| Employer contribution / active EE | $5,336 | $5,298+0.7% | $4,830+10.5% | $4,838+10.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,855 | $12,556-77.3% | $10,800-73.6% | $12,312-76.8% |