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 | $86,511 | $115,796-25.3% | $101,264-14.6% | $158,950-45.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.09% | 56.15%-52.1pp | 46.48%-42.4pp | 302.91%-298.8pp |
| Employer contribution / active EE | $14,396 | $4,175+244.8% | $3,660+293.3% | $4,762+202.3% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $127,843 | $7,247+1664.0% | $5,947+2049.8% | $11,248+1036.5% |