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 | $25,830 | $56,287-54.1% | $80,977-68.1% | $62,881-58.9% |
| Participation rate | 92.0% | 68.9%+23.1pp | 75.8%+16.2pp | 69.3%+22.7pp |
| Annual return | 5.67% | 22.13%-16.5pp | 17.11%-11.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $3,130 | $1,943+61.1% | $3,715-15.7% | $2,281+37.2% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,556 | $3,742-58.4% | $5,517-71.8% | $4,296-63.8% |