Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,785 | $88,778-54.1% | $81,844-50.2% | $145,884-72.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.22% | 1033.03%-1025.8pp | 778.87%-771.7pp | 551.85%-544.6pp |
| Employer contribution / active EE | $1,327 | $3,087-57.0% | $2,916-54.5% | $4,662-71.5% |
| Participant deferral / active EE | $11,725 | $4,648+152.2% | $4,323+171.2% | $6,690+75.3% |
| Admin fee / account holder | $2,400 | $8,430-71.5% | $7,355-67.4% | $13,392-82.1% |