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 | $74,254 | $166,131-55.3% | $164,975-55.0% | $145,877-49.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.77% | 100.37%-95.6pp | 70.12%-65.4pp | 551.28%-546.5pp |
| Employer contribution / active EE | $3,750 | $5,276-28.9% | $4,343-13.6% | $4,663-19.6% |
| Participant deferral / active EE | $4,213 | $6,962-39.5% | $6,033-30.2% | $6,691-37.0% |
| Admin fee / account holder | $583 | $16,648-96.5% | $12,688-95.4% | $13,402-95.6% |