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 | $69,975 | $107,363-34.8% | $92,909-24.7% | $152,897-54.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 2.49% | 145.63%-143.1pp | 109.44%-106.9pp | 345.43%-342.9pp |
| Employer contribution / active EE | $8,272 | $4,222+95.9% | $3,653+126.4% | $4,764+73.6% |
| Participant deferral / active EE | $5,934 | $4,848+22.4% | $4,238+40.0% | $5,851+1.4% |
| Admin fee / account holder | $19,074 | $7,082+169.4% | $5,795+229.1% | $11,599+64.4% |