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 | $73,560 | $102,429-28.2% | $147,096-50.0% | $80,925-9.1% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 6.79% | 135.02%-128.2pp | 419.75%-413.0pp | 35.65%-28.9pp |
| Employer contribution / active EE | $13,440 | $3,716+261.7% | $4,936+172.3% | $2,756+387.6% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,520 | $7,957-18.1% | $13,005-49.9% | $6,940-6.1% |