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 | $71,415 | $165,399-56.8% | $149,745-52.3% | $158,982-55.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | -0.26% | 348.34%-348.6pp | 276.72%-277.0pp | 302.99%-303.3pp |
| Employer contribution / active EE | $7,351 | $5,105+44.0% | $4,646+58.2% | $4,763+54.3% |
| Participant deferral / active EE | $4,595 | $7,183-36.0% | $6,843-32.9% | $5,983-23.2% |
| Admin fee / account holder | $85,708 | $10,811+692.8% | $9,312+820.4% | $11,252+661.7% |