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 | $86,779 | $150,447-42.3% | $136,298-36.3% | $147,586-41.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.37% | 1049.15%-1042.8pp | 5156.27%-5149.9pp | 578.59%-572.2pp |
| Employer contribution / active EE | $2,170 | $5,256-58.7% | $4,696-53.8% | $4,876-55.5% |
| Participant deferral / active EE | $4,150 | $6,631-37.4% | $6,247-33.6% | $5,439-23.7% |
| Admin fee / account holder | $16,776 | $10,906+53.8% | $9,244+81.5% | $10,886+54.1% |