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 | $12,019 | $27,924-57.0% | $58,544-79.5% | $75,181-84.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 10.98% | 44.20%-33.2pp | 4249.56%-4238.6pp | 160.69%-149.7pp |
| Employer contribution / active EE | $2,000 | $669+198.9% | $1,053+89.9% | $2,671-25.1% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $303 | $1,726-82.5% | $2,520-88.0% | $5,650-94.6% |