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 | $69,924 | $160,028-56.3% | $147,080-52.5% | $145,884-52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.87% | 98.60%-89.7pp | 420.17%-411.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $2,556 | $5,286-51.6% | $4,933-48.2% | $4,662-45.2% |
| Participant deferral / active EE | $3,331 | $8,422-60.4% | $8,066-58.7% | $6,690-50.2% |
| Admin fee / account holder | $1,677 | $15,030-88.8% | $12,989-87.1% | $13,392-87.5% |