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 | $12,287 | $39,132-68.6% | $57,196-78.5% | $62,881-80.5% |
| Participation rate | 95.5% | 70.5%+25.0pp | 75.3%+20.1pp | 69.3%+26.1pp |
| Annual return | -2.80% | 9.24%-12.0pp | 14.59%-17.4pp | 20.14%-22.9pp |
| Employer contribution / active EE | $1,257 | $1,874-32.9% | $2,683-53.2% | $2,281-44.9% |
| Participant deferral / active EE | $1,337 | $2,374-43.7% | $3,096-56.8% | $3,203-58.3% |
| Admin fee / account holder | $1,650 | $2,594-36.4% | $3,141-47.4% | $4,296-61.6% |