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 | $24,126 | $55,437-56.5% | $155,534-84.5% | $74,459-67.6% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 9.50% | 269.58%-260.1pp | 64.92%-55.4pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $831 | $2,266-63.3% | $4,675-82.2% | $2,626-68.4% |
| Participant deferral / active EE | $1,911 | $2,837-32.6% | $5,630-66.1% | $4,350-56.1% |
| Admin fee / account holder | $1,229 | $1,742-29.5% | $15,900-92.3% | $1,945-36.8% |