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 | $18,326 | $65,712-72.1% | $57,196-68.0% | $273,972-93.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.76% | 22.01%-21.2pp | 14.59%-13.8pp | 41.46%-40.7pp |
| Employer contribution / active EE | $324 | $3,280-90.1% | $2,683-87.9% | $4,869-93.3% |
| Participant deferral / active EE | $2,921 | $3,782-22.8% | $3,096-5.7% | $5,287-44.8% |
| Admin fee / account holder | $4,064 | $4,838-16.0% | $3,141+29.4% | $10,133-59.9% |