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 | $57,569 | $150,435-61.7% | $120,580-52.3% | $145,897-60.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 3.67% | 154.60%-150.9pp | 107.48%-103.8pp | 552.29%-548.6pp |
| Employer contribution / active EE | $3,681 | $4,352-15.4% | $3,469+6.1% | $4,663-21.1% |
| Participant deferral / active EE | $12,455 | $6,174+101.7% | $4,995+149.3% | $6,689+86.2% |
| Admin fee / account holder | $9,438 | $12,182-22.5% | $9,418+0.2% | $13,390-29.5% |