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 | $100,295 | $160,070-37.3% | $147,117-31.8% | $145,897-31.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.19% | 98.69%-95.5pp | 420.54%-417.3pp | 552.29%-549.1pp |
| Employer contribution / active EE | $7,143 | $5,285+35.2% | $4,932+44.8% | $4,663+53.2% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,910 | $15,035-40.7% | $12,993-31.4% | $13,390-33.5% |