Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,754 | $88,702-82.2% | $81,780-80.7% | $145,978-89.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 1.30% | 1029.12%-1027.8pp | 776.27%-775.0pp | 550.52%-549.2pp |
| Employer contribution / active EE | $1,000 | $3,084-67.6% | $2,914-65.7% | $4,662-78.5% |
| Participant deferral / active EE | $1,000 | $4,645-78.5% | $4,321-76.9% | $6,690-85.1% |
| Admin fee / account holder | $840 | $8,414-90.0% | $7,384-88.6% | $13,400-93.7% |