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 | $26,662 | $79,955-66.7% | $98,461-72.9% | $75,173-64.5% |
| Participation rate | 82.8% | 70.4%+12.4pp | 75.2%+7.6pp | 67.2%+15.6pp |
| Annual return | -0.53% | 19.75%-20.3pp | 21.17%-21.7pp | 160.72%-161.2pp |
| Employer contribution / active EE | $1,122 | $2,264-50.4% | $3,049-63.2% | $2,671-58.0% |
| Participant deferral / active EE | $1,820 | $3,752-51.5% | $4,738-61.6% | $4,126-55.9% |
| Admin fee / account holder | $3,283 | $6,841-52.0% | $8,961-63.4% | $5,651-41.9% |