Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $54,352 | $72,446-25.0% | $67,561-19.6% | $145,877-62.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.04% | 7211.98%-7203.9pp | 3525.44%-3517.4pp | 551.28%-543.2pp |
| Employer contribution / active EE | $699 | $3,072-77.3% | $2,735-74.5% | $4,663-85.0% |
| Participant deferral / active EE | $6,747 | $4,785+41.0% | $4,003+68.6% | $6,691+0.8% |
| Admin fee / account holder | $23,732 | $5,541+328.3% | $4,006+492.5% | $13,402+77.1% |