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 | $21,921 | $84,236-74.0% | $170,435-87.1% | $70,126-68.7% |
| Participation rate | 70.5% | 70.8%-0.3pp | 83.6%-13.1pp | 69.5%+1.0pp |
| Annual return | 9.28% | 23.06%-13.8pp | 205.94%-196.7pp | 73.15%-63.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,097 | $3,086-64.4% | $4,939-77.8% | $3,332-67.1% |
| Admin fee / account holder | $629 | $5,698-89.0% | $13,881-95.5% | $4,645-86.5% |