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 | $77,644 | $198,457-60.9% | $170,435-54.4% | $147,586-47.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.04% | 257.30%-252.3pp | 205.94%-200.9pp | 578.59%-573.6pp |
| Employer contribution / active EE | $1,653 | $6,183-73.3% | $5,432-69.6% | $4,876-66.1% |
| Participant deferral / active EE | $2,784 | $5,629-50.5% | $4,939-43.6% | $5,439-48.8% |
| Admin fee / account holder | $217,952 | $16,852+1193.3% | $13,881+1470.2% | $10,886+1902.2% |