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 | $14,344 | $73,518-80.5% | $63,005-77.2% | $147,585-90.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.34% | 175.46%-168.1pp | 87.59%-80.3pp | 578.58%-571.2pp |
| Employer contribution / active EE | $1,032 | $3,322-68.9% | $2,760-62.6% | $4,876-78.8% |
| Participant deferral / active EE | $1,434 | $4,183-65.7% | $3,329-56.9% | $5,439-73.6% |
| Admin fee / account holder | $2,507 | $5,952-57.9% | $3,599-30.3% | $10,886-77.0% |