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 | $57,719 | $100,895-42.8% | $90,430-36.2% | $158,950-63.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.63% | 1725.54%-1724.9pp | 1293.73%-1293.1pp | 302.91%-302.3pp |
| Employer contribution / active EE | $5,948 | $3,689+61.2% | $3,262+82.3% | $4,762+24.9% |
| Participant deferral / active EE | $2,497 | $4,347-42.6% | $3,963-37.0% | $5,983-58.3% |
| Admin fee / account holder | $489 | $6,505-92.5% | $5,613-91.3% | $11,248-95.7% |