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 | $17,709 | $51,642-65.7% | $129,384-86.3% | $80,935-78.1% |
| Participation rate | 72.2% | 56.9%+15.3pp | 69.6%+2.6pp | 67.7%+4.6pp |
| Annual return | 3.76% | 20.78%-17.0pp | 9461.77%-9458.0pp | 35.66%-31.9pp |
| Employer contribution / active EE | $561 | $1,583-64.5% | $4,153-86.5% | $2,757-79.6% |
| Participant deferral / active EE | $1,423 | $2,670-46.7% | $4,166-65.8% | $4,299-66.9% |
| Admin fee / account holder | $375 | $4,312-91.3% | $7,686-95.1% | $6,924-94.6% |