Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,659 | $175,257-67.7% | $149,717-62.2% | $139,456-59.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.48% | 166.70%-161.2pp | 134.41%-128.9pp | 373.45%-368.0pp |
| Employer contribution / active EE | $15,228 | $5,477+178.1% | $4,820+216.0% | $4,753+220.4% |
| Participant deferral / active EE | $9,100 | $6,521+39.5% | $5,682+60.2% | $6,711+35.6% |
| Admin fee / account holder | $437 | $16,156-97.3% | $13,213-96.7% | $11,407-96.2% |