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 | $60,136 | $111,535-46.1% | $105,223-42.8% | $137,256-56.2% |
| Participation rate | 93.3% | 78.1%+15.2pp | 75.0%+18.3pp | 80.0%+13.4pp |
| Annual return | 10.76% | 237.85%-227.1pp | 180.65%-169.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,000 | $3,939-49.2% | $3,689-45.8% | $4,156-51.9% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $786 | $9,721-91.9% | $8,859-91.1% | $12,270-93.6% |