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 | $37,973 | $96,678-60.7% | $86,640-56.2% | $139,466-72.8% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 9.69% | 106.69%-97.0pp | 592.52%-582.8pp | 373.66%-364.0pp |
| Employer contribution / active EE | $5,423 | $3,265+66.1% | $3,024+79.3% | $4,754+14.1% |
| Participant deferral / active EE | $5,842 | $4,837+20.8% | $4,438+31.6% | $6,712-13.0% |
| Admin fee / account holder | $5,834 | $6,410-9.0% | $5,616+3.9% | $11,409-48.9% |