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 | $35,833 | $67,411-46.8% | $91,004-60.6% | $70,124-48.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 10.81% | -40.16%+51.0pp | 4.60%+6.2pp | 73.14%-62.3pp |
| Employer contribution / active EE | $573 | $1,786-67.9% | $2,456-76.7% | $2,342-75.5% |
| Participant deferral / active EE | $1,987 | $2,823-29.6% | $3,548-44.0% | $3,332-40.3% |
| Admin fee / account holder | $1,139 | $4,236-73.1% | $5,417-79.0% | $4,645-75.5% |