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 | $65,594 | $160,070-59.0% | $147,117-55.4% | $145,897-55.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.20% | 98.69%-94.5pp | 420.54%-416.3pp | 552.29%-548.1pp |
| Employer contribution / active EE | $2,373 | $5,285-55.1% | $4,932-51.9% | $4,663-49.1% |
| Participant deferral / active EE | $3,100 | $8,419-63.2% | $8,065-61.6% | $6,689-53.7% |
| Admin fee / account holder | $9,730 | $15,035-35.3% | $12,993-25.1% | $13,390-27.3% |