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 | $34,206 | $27,943+22.4% | $58,507-41.5% | $75,177-54.5% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 10.01% | 44.22%-34.2pp | 4252.32%-4242.3pp | 160.75%-150.7pp |
| Employer contribution / active EE | $4,152 | $670+520.1% | $1,053+294.2% | $2,671+55.5% |
| Participant deferral / active EE | $4,008 | $1,202+233.5% | $1,922+108.5% | $4,126-2.9% |
| Admin fee / account holder | $890 | $1,727-48.5% | $2,486-64.2% | $5,651-84.3% |