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 | $26,214 | $150,447-82.6% | $136,298-80.8% | $147,586-82.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.07% | 1049.15%-1044.1pp | 5156.27%-5151.2pp | 578.59%-573.5pp |
| Employer contribution / active EE | $4,279 | $5,256-18.6% | $4,696-8.9% | $4,876-12.3% |
| Participant deferral / active EE | $2,250 | $6,631-66.1% | $6,247-64.0% | $5,439-58.6% |
| Admin fee / account holder | $1,002 | $10,906-90.8% | $9,244-89.2% | $10,886-90.8% |