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 | $51,571 | $96,419-46.5% | $80,648-36.1% | $139,487-63.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 4.57% | 1352.86%-1348.3pp | 937.21%-932.6pp | 373.84%-369.3pp |
| Employer contribution / active EE | $6,982 | $3,261+114.1% | $2,724+156.4% | $4,755+46.8% |
| Participant deferral / active EE | $6,982 | $5,225+33.6% | $4,443+57.1% | $6,713+4.0% |
| Admin fee / account holder | $74,017 | $6,605+1020.6% | $5,382+1275.3% | $11,407+548.9% |