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 | $17,487 | $59,440-70.6% | $78,004-77.6% | $82,637-78.8% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 8.19% | 40.24%-32.1pp | 31.07%-22.9pp | 53.51%-45.3pp |
| Employer contribution / active EE | $1,489 | $1,750-14.9% | $2,469-39.7% | $2,552-41.7% |
| Participant deferral / active EE | $1,911 | $3,138-39.1% | $4,092-53.3% | $4,126-53.7% |
| Admin fee / account holder | $2,201 | $5,504-60.0% | $7,578-71.0% | $7,339-70.0% |