Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $102,227 | $102,422-0.2% | $147,117-30.5% | $80,959+26.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 3.74% | 135.16%-131.4pp | 420.54%-416.8pp | 35.67%-31.9pp |
| Employer contribution / active EE | $5,119 | $3,717+37.7% | $4,932+3.8% | $2,757+85.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,568 | $7,953-67.7% | $12,993-80.2% | $6,925-62.9% |