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 | $59,931 | $198,457-69.8% | $170,435-64.8% | $147,586-59.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.95% | 257.30%-249.4pp | 205.94%-198.0pp | 578.59%-570.6pp |
| Employer contribution / active EE | $7,750 | $6,183+25.3% | $5,432+42.7% | $4,876+58.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,886 | $16,852-59.1% | $13,881-50.4% | $10,886-36.7% |