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 | $15,538 | $43,423-64.2% | $78,676-80.3% | $55,167-71.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 4.86% | 11.53%-6.7pp | 62.19%-57.3pp | 169.23%-164.4pp |
| Employer contribution / active EE | $506 | $1,997-74.7% | $2,850-82.3% | $1,963-74.2% |
| Participant deferral / active EE | $864 | $2,509-65.6% | $3,517-75.4% | $3,054-71.7% |
| Admin fee / account holder | $1,633 | $416+292.5% | $4,510-63.8% | $504+224.1% |