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 | $9,994 | $70,366-85.8% | $66,674-85.0% | $138,895-92.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 7.00% | 386.41%-379.4pp | 321.24%-314.2pp | 145.39%-138.4pp |
| Employer contribution / active EE | $4,080 | $2,765+47.6% | $2,620+55.7% | $4,194-2.7% |
| Participant deferral / active EE | $7,846 | $4,374+79.4% | $4,084+92.1% | $6,396+22.7% |
| Admin fee / account holder | $51,038 | $5,262+869.8% | $5,098+901.1% | $12,562+306.3% |