Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,674 | $60,128-60.6% | $90,440-73.8% | $79,852-70.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.49% | 71.95%-63.5pp | 1294.38%-1285.9pp | 31.72%-23.2pp |
| Employer contribution / active EE | $2,228 | $2,068+7.7% | $3,263-31.7% | $2,471-9.8% |
| Participant deferral / active EE | $4,581 | $2,939+55.9% | $3,964+15.6% | $3,740+22.5% |
| Admin fee / account holder | $32,632 | $3,977+720.4% | $5,615+481.2% | $5,306+515.0% |