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 | $33,542 | $77,419-56.7% | $69,461-51.7% | $152,885-78.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.83% | 39.07%-34.2pp | 28.97%-24.1pp | 345.39%-340.6pp |
| Employer contribution / active EE | $938 | $3,315-71.7% | $2,779-66.2% | $4,763-80.3% |
| Participant deferral / active EE | $1,367 | $4,414-69.0% | $3,536-61.3% | $5,851-76.6% |
| Admin fee / account holder | $1,366 | $6,207-78.0% | $3,840-64.4% | $11,598-88.2% |