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 | $91,919 | $185,856-50.5% | $170,028-45.9% | $139,456-34.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.99% | 60.52%-52.5pp | 53.39%-45.4pp | 373.45%-365.5pp |
| Employer contribution / active EE | $19,268 | $7,593+153.8% | $6,788+183.9% | $4,753+305.4% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $817 | $15,387-94.7% | $12,820-93.6% | $11,407-92.8% |