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 | $40,674 | $99,995-59.3% | $85,063-52.2% | $145,978-72.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.38% | 83.99%-76.6pp | 66.54%-59.2pp | 550.52%-543.1pp |
| Employer contribution / active EE | $1,531 | $3,231-52.6% | $2,727-43.9% | $4,662-67.2% |
| Participant deferral / active EE | $1,924 | $5,295-63.7% | $4,523-57.5% | $6,690-71.2% |
| Admin fee / account holder | $479 | $7,255-93.4% | $6,155-92.2% | $13,400-96.4% |