Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,339 | $175,259-85.0% | $149,723-82.4% | $139,487-81.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.79% | 166.82%-161.0pp | 134.50%-128.7pp | 373.84%-368.1pp |
| Employer contribution / active EE | $5,000 | $5,478-8.7% | $4,821+3.7% | $4,755+5.2% |
| Participant deferral / active EE | $24,000 | $6,522+268.0% | $5,682+322.4% | $6,713+257.5% |
| Admin fee / account holder | $150,774 | $16,158+833.1% | $13,215+1040.9% | $11,407+1221.7% |