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 | $50,570 | $28,624+76.7% | $53,647-5.7% | $82,637-38.8% |
| Participation rate | 91.1% | 47.3%+43.8pp | 56.3%+34.8pp | 68.1%+23.1pp |
| Annual return | 9.17% | 664.98%-655.8pp | 358.33%-349.2pp | 53.51%-44.3pp |
| Employer contribution / active EE | $2,222 | $637+249.1% | $962+131.0% | $2,552-12.9% |
| Participant deferral / active EE | $0 | $1,196-100.0% | $1,813-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,259 | $2,022+61.2% | $2,460+32.5% | $7,339-55.6% |