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 | $20,663 | $73,421-71.9% | $66,439-68.9% | $155,188-86.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 74.5%+25.5pp | 80.8%+19.2pp |
| Annual return | 6.06% | 1382.37%-1376.3pp | 757.66%-751.6pp | 148.84%-142.8pp |
| Employer contribution / active EE | $1,104 | $3,039-63.7% | $2,637-58.1% | $4,248-74.0% |
| Participant deferral / active EE | $1,104 | $4,680-76.4% | $3,876-71.5% | $6,531-83.1% |
| Admin fee / account holder | $18,964 | $8,856+114.1% | $6,173+207.2% | $14,480+31.0% |