Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $85,913 | $96,678-11.1% | $86,640-0.8% | $139,466-38.4% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 7.32% | 106.69%-99.4pp | 592.52%-585.2pp | 373.66%-366.3pp |
| Employer contribution / active EE | $4,313 | $3,265+32.1% | $3,024+42.6% | $4,754-9.3% |
| Participant deferral / active EE | $4,307 | $4,837-11.0% | $4,438-3.0% | $6,712-35.8% |
| Admin fee / account holder | $305,378 | $6,410+4664.2% | $5,616+5337.9% | $11,409+2576.7% |