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 | $13,791 | $50,554-72.7% | $67,681-79.6% | $87,485-84.2% |
| Participation rate | 82.1% | 67.7%+14.4pp | 73.7%+8.4pp | 68.9%+13.2pp |
| Annual return | 8.88% | 17.81%-8.9pp | 590.58%-581.7pp | 26.06%-17.2pp |
| Employer contribution / active EE | $1,526 | $1,988-23.2% | $2,678-43.0% | $2,596-41.2% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,030 | $4,132-26.7% | $6,100-50.3% | $7,775-61.0% |