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 | $19,600 | $156,398-87.5% | $147,318-86.7% | $138,895-85.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 1.93% | 78.75%-76.8pp | 70.43%-68.5pp | 145.39%-143.5pp |
| Employer contribution / active EE | $1,440 | $4,853-70.3% | $4,593-68.6% | $4,194-65.7% |
| Participant deferral / active EE | $18,450 | $8,237+124.0% | $7,906+133.4% | $6,396+188.5% |
| Admin fee / account holder | $835,007 | $14,976+5475.7% | $13,708+5991.6% | $12,562+6547.0% |