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 | $26,495 | $65,712-59.7% | $57,196-53.7% | $273,972-90.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.86% | 22.01%-21.1pp | 14.59%-13.7pp | 41.46%-40.6pp |
| Employer contribution / active EE | $1,777 | $3,280-45.8% | $2,683-33.8% | $4,869-63.5% |
| Participant deferral / active EE | $2,496 | $3,782-34.0% | $3,096-19.4% | $5,287-52.8% |
| Admin fee / account holder | $1,608 | $4,838-66.8% | $3,141-48.8% | $10,133-84.1% |