Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,405 | $150,447-71.8% | $136,298-68.9% | $147,586-71.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.10% | 1049.15%-1043.1pp | 5156.27%-5150.2pp | 578.59%-572.5pp |
| Employer contribution / active EE | $1,250 | $5,256-76.2% | $4,696-73.4% | $4,876-74.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,165 | $10,906-89.3% | $9,244-87.4% | $10,886-89.3% |