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 | $15,461 | $72,403-78.6% | $67,524-77.1% | $145,978-89.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.63% | 7197.23%-7189.6pp | 3519.41%-3511.8pp | 550.52%-542.9pp |
| Employer contribution / active EE | $2,269 | $3,072-26.1% | $2,734-17.0% | $4,662-51.3% |
| Participant deferral / active EE | $2,230 | $4,782-53.4% | $4,001-44.3% | $6,690-66.7% |
| Admin fee / account holder | $4,254 | $5,541-23.2% | $4,001+6.3% | $13,400-68.3% |