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 | $47,366 | $150,435-68.5% | $120,580-60.7% | $145,897-67.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 7.97% | 154.60%-146.6pp | 107.48%-99.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $12,439 | $4,352+185.8% | $3,469+258.5% | $4,663+166.8% |
| Participant deferral / active EE | $2,179 | $6,174-64.7% | $4,995-56.4% | $6,689-67.4% |
| Admin fee / account holder | $1,235 | $12,182-89.9% | $9,418-86.9% | $13,390-90.8% |