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 | $24,910 | $169,161-85.3% | $129,295-80.7% | $145,959-82.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.97% | 14348.07%-14341.1pp | 9429.28%-9422.3pp | 561.95%-555.0pp |
| Employer contribution / active EE | $2,718 | $5,543-51.0% | $4,157-34.6% | $4,661-41.7% |
| Participant deferral / active EE | $4,306 | $4,989-13.7% | $4,169+3.3% | $6,689-35.6% |
| Admin fee / account holder | $775 | $9,878-92.2% | $7,665-89.9% | $13,398-94.2% |