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 | $23,389 | $160,028-85.4% | $147,080-84.1% | $145,884-84.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.08% | 98.60%-89.5pp | 420.17%-411.1pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,356 | $5,286-74.3% | $4,933-72.5% | $4,662-70.9% |
| Participant deferral / active EE | $5,900 | $8,422-29.9% | $8,066-26.9% | $6,690-11.8% |
| Admin fee / account holder | $6,130 | $15,030-59.2% | $12,989-52.8% | $13,392-54.2% |