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 | $65,586 | $150,435-56.4% | $120,580-45.6% | $145,897-55.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 7.97% | 154.60%-146.6pp | 107.48%-99.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $3,750 | $4,352-13.8% | $3,469+8.1% | $4,663-19.6% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $657 | $12,182-94.6% | $9,418-93.0% | $13,390-95.1% |