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 | $102,808 | $202,342-49.2% | $172,753-40.5% | $152,909-32.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -1.67% | 1029.88%-1031.5pp | 803.00%-804.7pp | 345.46%-347.1pp |
| Employer contribution / active EE | $9,808 | $5,857+67.4% | $5,144+90.7% | $4,764+105.9% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,851+62.4% |
| Admin fee / account holder | $1,415 | $17,112-91.7% | $13,956-89.9% | $11,601-87.8% |