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 | $19,318 | $45,087-57.2% | $69,483-72.2% | $72,976-73.5% |
| Participation rate | 94.4% | 68.5%+26.0pp | 74.6%+19.8pp | 69.5%+25.0pp |
| Annual return | 3.58% | 22.67%-19.1pp | 28.99%-25.4pp | 81.02%-77.4pp |
| Employer contribution / active EE | $708 | $2,055-65.6% | $2,780-74.5% | $2,440-71.0% |
| Participant deferral / active EE | $1,766 | $2,603-32.2% | $3,537-50.1% | $3,608-51.1% |
| Admin fee / account holder | $340 | $3,057-88.9% | $3,841-91.2% | $5,124-93.4% |