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 | $13,779 | $50,554-72.7% | $67,681-79.6% | $87,485-84.2% |
| Participation rate | 98.5% | 67.7%+30.8pp | 73.7%+24.8pp | 68.9%+29.6pp |
| Annual return | 9.31% | 17.81%-8.5pp | 590.58%-581.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $929 | $1,988-53.3% | $2,678-65.3% | $2,596-64.2% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,539 | $4,132-62.8% | $6,100-74.8% | $7,775-80.2% |