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 | $26,389 | $72,486-63.6% | $87,103-69.7% | $72,976-63.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.70% | 24.46%-8.8pp | 28.19%-12.5pp | 81.02%-65.3pp |
| Employer contribution / active EE | $1,039 | $1,894-45.1% | $2,521-58.8% | $2,440-57.4% |
| Participant deferral / active EE | $1,767 | $3,270-45.9% | $4,049-56.3% | $3,608-51.0% |
| Admin fee / account holder | $500 | $5,055-90.1% | $7,491-93.3% | $5,124-90.2% |