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 | $36,113 | $106,001-65.9% | $92,235-60.8% | $147,585-75.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 2.42% | 50.05%-47.6pp | 176.28%-173.9pp | 578.56%-576.1pp |
| Employer contribution / active EE | $7,895 | $4,333+82.2% | $3,679+114.6% | $4,876+61.9% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $987 | $6,332-84.4% | $5,194-81.0% | $10,885-90.9% |