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 | $27,285 | $85,171-68.0% | $172,752-84.2% | $72,975-62.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.47% | 27.32%-13.9pp | 802.97%-789.5pp | 81.01%-67.5pp |
| Employer contribution / active EE | $629 | $3,324-81.1% | $5,144-87.8% | $2,440-74.2% |
| Participant deferral / active EE | $1,809 | $3,260-44.5% | $5,198-65.2% | $3,608-49.9% |
| Admin fee / account holder | $456 | $5,880-92.2% | $13,955-96.7% | $5,124-91.1% |