Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,780 | $49,199-55.7% | $121,204-82.0% | $75,173-71.0% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 10.55% | 56.04%-45.5pp | 987.18%-976.6pp | 160.72%-150.2pp |
| Employer contribution / active EE | $1,698 | $1,547+9.7% | $4,170-59.3% | $2,671-36.4% |
| Participant deferral / active EE | $3,146 | $2,630+19.6% | $4,083-22.9% | $4,126-23.8% |
| Admin fee / account holder | $444 | $3,946-88.8% | $5,651-92.1% | $5,651-92.1% |