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 | $22,486 | $72,465-69.0% | $67,575-66.7% | $145,884-84.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.12% | 7222.56%-7216.4pp | 3528.98%-3522.9pp | 551.85%-545.7pp |
| Employer contribution / active EE | $5,862 | $3,074+90.7% | $2,736+114.3% | $4,662+25.7% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $12,750 | $5,515+131.2% | $3,993+219.3% | $13,392-4.8% |