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 | $21,614 | $134,817-84.0% | $123,973-82.6% | $155,188-86.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 0.88% | 515.49%-514.6pp | 388.13%-387.2pp | 148.84%-148.0pp |
| Employer contribution / active EE | $2,062 | $4,425-53.4% | $4,126-50.0% | $4,248-51.5% |
| Participant deferral / active EE | $12,800 | $5,706+124.3% | $5,247+143.9% | $6,531+96.0% |
| Admin fee / account holder | $73,228 | $13,245+452.9% | $11,799+520.6% | $14,480+405.7% |