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 | $49,387 | $209,425-76.4% | $178,499-72.3% | $158,966-68.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.65% | 188.80%-185.1pp | 151.10%-147.5pp | 302.95%-299.3pp |
| Employer contribution / active EE | $3,403 | $5,707-40.4% | $5,011-32.1% | $4,762-28.5% |
| Participant deferral / active EE | $6,574 | $5,955+10.4% | $5,202+26.4% | $5,983+9.9% |
| Admin fee / account holder | $266,353 | $17,078+1459.6% | $13,986+1804.4% | $11,250+2267.6% |