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 | $71,720 | $99,031-27.6% | $86,597-17.2% | $147,585-51.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.70% | 1312.56%-1303.9pp | 964.96%-956.3pp | 578.57%-569.9pp |
| Employer contribution / active EE | $4,745 | $3,132+51.5% | $2,840+67.1% | $4,876-2.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,605 | $5,711-54.4% | $4,906-46.9% | $10,885-76.1% |