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 | $8,262 | $68,097-87.9% | $62,929-86.9% | $137,256-94.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.20% | 1859.11%-1849.9pp | 1063.93%-1054.7pp | 220.34%-211.1pp |
| Employer contribution / active EE | $823 | $2,811-70.7% | $2,505-67.1% | $4,156-80.2% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $720 | $6,521-89.0% | $5,065-85.8% | $12,270-94.1% |