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 | $10,865 | $103,008-89.5% | $90,304-88.0% | $152,897-92.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 7.94% | 95.22%-87.3pp | 78.13%-70.2pp | 345.43%-337.5pp |
| Employer contribution / active EE | $4,550 | $3,139+44.9% | $2,855+59.4% | $4,764-4.5% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,375 | $6,175-13.0% | $5,354+0.4% | $11,599-53.7% |