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 | $32,904 | $175,231-81.2% | $149,696-78.0% | $139,466-76.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.45% | 166.77%-162.3pp | 134.46%-130.0pp | 373.66%-369.2pp |
| Employer contribution / active EE | $1,499 | $5,478-72.6% | $4,821-68.9% | $4,754-68.5% |
| Participant deferral / active EE | $3,690 | $6,521-43.4% | $5,682-35.1% | $6,712-45.0% |
| Admin fee / account holder | $112,927 | $16,155+599.0% | $13,212+754.7% | $11,409+889.8% |