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 | $17,445 | $149,040-88.3% | $120,225-85.5% | $137,256-87.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.83% | 605.68%-596.9pp | 439.23%-430.4pp | 220.34%-211.5pp |
| Employer contribution / active EE | $1,166 | $4,350-73.2% | $3,475-66.5% | $4,156-71.9% |
| Participant deferral / active EE | $3,050 | $4,655-34.5% | $3,999-23.7% | $6,407-52.4% |
| Admin fee / account holder | $14,755 | $6,348+132.4% | $5,696+159.0% | $12,270+20.3% |