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 | $52,407 | $180,459-71.0% | $154,108-66.0% | $135,380-61.3% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -10.71% | 888.21%-898.9pp | 735.21%-745.9pp | 519.81%-530.5pp |
| Employer contribution / active EE | $5,998 | $6,035-0.6% | $5,298+13.2% | $4,779+25.5% |
| Participant deferral / active EE | $2,867 | $5,806-50.6% | $5,081-43.6% | $5,609-48.9% |
| Admin fee / account holder | $408 | $16,145-97.5% | $13,411-97.0% | $10,828-96.2% |