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 | $92,948 | $107,944-13.9% | $91,994+1.0% | $152,885-39.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 4.16% | 89.26%-85.1pp | 69.03%-64.9pp | 345.39%-341.2pp |
| Employer contribution / active EE | $8,704 | $4,210+106.7% | $3,452+152.1% | $4,763+82.7% |
| Participant deferral / active EE | $0 | $6,365-100.0% | $5,923-100.0% | $5,851-100.0% |
| Admin fee / account holder | $789 | $10,521-92.5% | $7,743-89.8% | $11,598-93.2% |