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 | $72,441 | $171,867-57.9% | $149,721-51.6% | $147,586-50.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1.33% | 2113.36%-2112.0pp | 1501.67%-1500.3pp | 578.59%-577.3pp |
| Employer contribution / active EE | $4,090 | $6,275-34.8% | $5,444-24.9% | $4,876-16.1% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $839 | $13,799-93.9% | $11,282-92.6% | $10,886-92.3% |