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 | $58,144 | $169,237-65.6% | $129,339-55.0% | $145,978-60.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.50% | 14364.43%-14360.9pp | 9437.05%-9433.6pp | 550.52%-547.0pp |
| Employer contribution / active EE | $9,620 | $5,540+73.6% | $4,154+131.6% | $4,662+106.4% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,869 | $9,882+20.1% | $7,668+54.8% | $13,400-11.4% |