Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $68,728 | $169,237-59.4% | $129,339-46.9% | $145,978-52.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.88% | 14364.43%-14358.6pp | 9437.05%-9431.2pp | 550.52%-544.6pp |
| Employer contribution / active EE | $16,511 | $5,540+198.0% | $4,154+297.4% | $4,662+254.2% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $312 | $9,882-96.8% | $7,668-95.9% | $13,400-97.7% |