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 | $57,184 | $57,305-0.2% | $86,640-34.0% | $75,173-23.9% |
| Participation rate | 97.1% | 63.2%+33.9pp | 71.7%+25.4pp | 67.2%+29.9pp |
| Annual return | 11.51% | 2674.24%-2662.7pp | 592.52%-581.0pp | 160.72%-149.2pp |
| Employer contribution / active EE | $5,085 | $2,316+119.5% | $3,024+68.1% | $2,671+90.4% |
| Participant deferral / active EE | $1,861 | $3,320-43.9% | $4,438-58.1% | $4,126-54.9% |
| Admin fee / account holder | $9,261 | $4,116+125.0% | $5,616+64.9% | $5,651+63.9% |