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 | $60,969 | $100,938-39.6% | $90,461-32.6% | $158,982-61.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.03% | 1727.20%-1726.2pp | 1294.76%-1293.7pp | 302.99%-302.0pp |
| Employer contribution / active EE | $7,111 | $3,691+92.6% | $3,264+117.9% | $4,763+49.3% |
| Participant deferral / active EE | $10,748 | $4,350+147.1% | $3,964+171.1% | $5,983+79.6% |
| Admin fee / account holder | $21,680 | $6,510+233.0% | $5,617+286.0% | $11,252+92.7% |