Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,520 | $180,749-89.2% | $160,784-87.9% | $137,256-85.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 6.89% | 2234.46%-2227.6pp | 1803.92%-1797.0pp | 220.34%-213.4pp |
| Employer contribution / active EE | $2,565 | $4,155-38.3% | $3,733-31.3% | $4,156-38.3% |
| Participant deferral / active EE | $3,069 | $6,844-55.2% | $6,293-51.2% | $6,407-52.1% |
| Admin fee / account holder | $32,787 | $10,397+215.4% | $9,717+237.4% | $12,270+167.2% |