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 | $81,100 | $63,346+28.0% | $92,240-12.1% | $70,126+15.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.42% | 530.19%-520.8pp | 176.29%-166.9pp | 73.15%-63.7pp |
| Employer contribution / active EE | $10,075 | $2,471+307.7% | $3,680+173.8% | $2,343+330.1% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $10,581 | $3,841+175.5% | $5,194+103.7% | $4,645+127.8% |