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 | $50,344 | $73,546-31.5% | $63,018-20.1% | $147,586-65.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.47% | 175.56%-168.1pp | 87.62%-80.2pp | 578.59%-571.1pp |
| Employer contribution / active EE | $6,230 | $3,324+87.4% | $2,761+125.7% | $4,876+27.8% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,451 | $5,956-58.9% | $3,601-31.9% | $10,886-77.5% |