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 | $29,189 | $176,120-83.4% | $159,487-81.7% | $167,553-82.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.55% | 331.95%-325.4pp | 263.71%-257.2pp | 478.89%-472.3pp |
| Employer contribution / active EE | $9,030 | $5,299+70.4% | $4,831+86.9% | $4,840+86.6% |
| Participant deferral / active EE | $11,513 | $7,752+48.5% | $7,354+56.6% | $6,343+81.5% |
| Admin fee / account holder | $49,909 | $12,561+297.3% | $10,804+362.0% | $12,316+305.2% |