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 | $38,932 | $48,570-19.8% | $130,660-70.2% | $72,976-46.7% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 9.31% | 38.63%-29.3pp | 1709.29%-1700.0pp | 81.02%-71.7pp |
| Employer contribution / active EE | $1,336 | $1,334+0.1% | $4,092-67.4% | $2,440-45.2% |
| Participant deferral / active EE | $1,336 | $2,384-44.0% | $3,603-62.9% | $3,608-63.0% |
| Admin fee / account holder | $5,539 | $3,549+56.1% | $5,463+1.4% | $5,124+8.1% |