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 | $45,414 | $104,544-56.6% | $76,657-40.8% | $152,897-70.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 5.12% | 1014.36%-1009.2pp | 1166.74%-1161.6pp | 345.43%-340.3pp |
| Employer contribution / active EE | $1,521 | $3,118-51.2% | $2,303-33.9% | $4,764-68.1% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,011 | $12,286-91.8% | $6,423-84.3% | $11,599-91.3% |