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 | $24,510 | $84,149-70.9% | $76,080-67.8% | $167,536-85.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 8.09% | 54.99%-46.9pp | 42.50%-34.4pp | 478.82%-470.7pp |
| Employer contribution / active EE | $7,126 | $4,618+54.3% | $3,962+79.9% | $4,839+47.3% |
| Participant deferral / active EE | $9,049 | $5,796+56.1% | $4,905+84.5% | $6,342+42.7% |
| Admin fee / account holder | $21,075 | $6,410+228.8% | $4,883+331.6% | $12,315+71.1% |