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 | $92,142 | $102,382-10.0% | $147,005-37.3% | $80,874+13.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.79% | 134.89%-124.1pp | 418.76%-408.0pp | 35.62%-24.8pp |
| Employer contribution / active EE | $6,755 | $3,715+81.8% | $4,934+36.9% | $2,756+145.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,981 | $7,942-75.1% | $13,006-84.8% | $6,935-71.4% |