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 | $108,518 | $48,570+123.4% | $130,660-16.9% | $72,975+48.7% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 4.19% | 38.63%-34.4pp | 1709.29%-1705.1pp | 81.01%-76.8pp |
| Employer contribution / active EE | $298 | $1,334-77.6% | $4,092-92.7% | $2,440-87.8% |
| Participant deferral / active EE | $4,288 | $2,384+79.9% | $3,603+19.0% | $3,608+18.8% |
| Admin fee / account holder | $8,298 | $3,549+133.8% | $5,463+51.9% | $5,124+61.9% |