Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,396 | $88,754-80.4% | $81,820-78.7% | $145,877-88.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.29% | 1031.77%-1022.5pp | 777.93%-768.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,624 | $3,085-15.0% | $2,915-10.0% | $4,663-43.7% |
| Participant deferral / active EE | $2,290 | $4,648-50.7% | $4,323-47.0% | $6,691-65.8% |
| Admin fee / account holder | $2,035 | $8,424-75.8% | $7,391-72.5% | $13,402-84.8% |