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 | $93,649 | $165,361-43.4% | $149,715-37.4% | $158,950-41.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 2.14% | 348.24%-346.1pp | 276.66%-274.5pp | 302.91%-300.8pp |
| Employer contribution / active EE | $18,725 | $5,103+266.9% | $4,645+303.1% | $4,762+293.2% |
| Participant deferral / active EE | $14,667 | $7,182+104.2% | $6,842+114.4% | $5,983+145.2% |
| Admin fee / account holder | $50,000 | $10,808+362.6% | $9,310+437.1% | $11,248+344.5% |