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 | $46,269 | $53,128-12.9% | $86,582-46.6% | $70,126-34.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 7.34% | 27.66%-20.3pp | 965.08%-957.7pp | 73.15%-65.8pp |
| Employer contribution / active EE | $995 | $2,068-51.9% | $2,839-64.9% | $2,343-57.5% |
| Participant deferral / active EE | $841 | $2,695-68.8% | $3,609-76.7% | $3,332-74.8% |
| Admin fee / account holder | $1,630 | $3,584-54.5% | $4,904-66.8% | $4,645-64.9% |