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 | $53,072 | $202,460-73.8% | $169,385-68.7% | $139,456-61.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 3.60% | 532.07%-528.5pp | 405.82%-402.2pp | 373.45%-369.8pp |
| Employer contribution / active EE | $4,145 | $4,691-11.7% | $4,012+3.3% | $4,753-12.8% |
| Participant deferral / active EE | $0 | $6,938-100.0% | $6,221-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,376 | $10,719-68.5% | $9,011-62.5% | $11,407-70.4% |