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 | $16,557 | $106,008-84.4% | $92,240-82.1% | $147,586-88.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 1.18% | 50.05%-48.9pp | 176.29%-175.1pp | 578.59%-577.4pp |
| Employer contribution / active EE | $10,714 | $4,333+147.2% | $3,680+191.2% | $4,876+119.7% |
| Participant deferral / active EE | $6,000 | $4,478+34.0% | $3,897+54.0% | $5,439+10.3% |
| Admin fee / account holder | $329 | $6,333-94.8% | $5,194-93.7% | $10,886-97.0% |