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 | $77,625 | $150,412-48.4% | $120,574-35.6% | $145,884-46.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.61% | 154.50%-146.9pp | 107.42%-99.8pp | 551.85%-544.2pp |
| Employer contribution / active EE | $14,612 | $4,355+235.6% | $3,471+321.0% | $4,662+213.4% |
| Participant deferral / active EE | $2,307 | $6,175-62.6% | $4,996-53.8% | $6,690-65.5% |
| Admin fee / account holder | $2,644 | $12,224-78.4% | $9,445-72.0% | $13,392-80.3% |