Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,517 | $99,011-72.2% | $86,582-68.2% | $147,586-81.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.59% | 1312.75%-1304.2pp | 965.08%-956.5pp | 578.59%-570.0pp |
| Employer contribution / active EE | $3,718 | $3,132+18.7% | $2,839+30.9% | $4,876-23.8% |
| Participant deferral / active EE | $604 | $3,972-84.8% | $3,609-83.3% | $5,439-88.9% |
| Admin fee / account holder | $14,388 | $5,709+152.0% | $4,904+193.4% | $10,886+32.2% |