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 | $39,770 | $113,338-64.9% | $94,993-58.1% | $147,586-73.1% |
| Participation rate | 72.7% | 78.0%-5.2pp | 73.9%-1.2pp | 82.8%-10.1pp |
| Annual return | 1.31% | 20.80%-19.5pp | 27.14%-25.8pp | 578.59%-577.3pp |
| Employer contribution / active EE | $599 | $3,160-81.1% | $2,603-77.0% | $4,876-87.7% |
| Participant deferral / active EE | $1,891 | $3,777-49.9% | $3,317-43.0% | $5,439-65.2% |
| Admin fee / account holder | $13,753 | $6,063+126.9% | $4,960+177.3% | $10,886+26.3% |