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 | $129,833 | $160,070-18.9% | $147,117-11.7% | $145,897-11.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.49% | 98.69%-93.2pp | 420.54%-415.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $21,429 | $5,285+305.5% | $4,932+334.4% | $4,663+359.6% |
| Participant deferral / active EE | $4,430 | $8,419-47.4% | $8,065-45.1% | $6,689-33.8% |
| Admin fee / account holder | $188,265 | $15,035+1152.2% | $12,993+1349.0% | $13,390+1306.0% |