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 | $33,245 | $102,393-67.5% | $147,041-77.4% | $80,911-58.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.08% | 134.95%-124.9pp | 419.21%-409.1pp | 35.63%-25.6pp |
| Employer contribution / active EE | $2,652 | $3,715-28.6% | $4,935-46.3% | $2,756-3.8% |
| Participant deferral / active EE | $3,877 | $6,647-41.7% | $8,071-52.0% | $4,297-9.8% |
| Admin fee / account holder | $5,112 | $7,943-35.6% | $13,006-60.7% | $6,935-26.3% |