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 | $9,254 | $88,702-89.6% | $81,780-88.7% | $145,978-93.7% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.4%+12.6pp | 80.3%+4.7pp |
| Annual return | 9.48% | 1029.12%-1019.6pp | 776.27%-766.8pp | 550.52%-541.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,560 | $4,645-44.9% | $4,321-40.7% | $6,690-61.7% |
| Admin fee / account holder | $2,878 | $8,414-65.8% | $7,384-61.0% | $13,400-78.5% |