Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $76,416 | $115,796-34.0% | $101,264-24.5% | $158,950-51.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.12% | 56.15%-52.0pp | 46.48%-42.4pp | 302.91%-298.8pp |
| Employer contribution / active EE | $22,500 | $4,175+438.9% | $3,660+514.8% | $4,762+372.5% |
| Participant deferral / active EE | $22,750 | $4,958+358.9% | $4,370+420.5% | $5,983+280.3% |
| Admin fee / account holder | $233,958 | $7,247+3128.3% | $5,947+3834.2% | $11,248+1979.9% |