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 | $15,278 | $96,678-84.2% | $86,640-82.4% | $139,466-89.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 9.38% | 106.69%-97.3pp | 592.52%-583.1pp | 373.66%-364.3pp |
| Employer contribution / active EE | $2,083 | $3,265-36.2% | $3,024-31.1% | $4,754-56.2% |
| Participant deferral / active EE | $2,068 | $4,837-57.3% | $4,438-53.4% | $6,712-69.2% |
| Admin fee / account holder | $986 | $6,410-84.6% | $5,616-82.4% | $11,409-91.4% |