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 | $37,570 | $83,485-55.0% | $125,180-70.0% | $72,983-48.5% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+15.0pp | 69.5%+25.2pp |
| Annual return | 13.89% | 25.78%-11.9pp | 43.79%-29.9pp | 81.01%-67.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,326 | $3,586-35.1% | $4,937-52.9% | $3,608-35.5% |
| Admin fee / account holder | $14,497 | $5,518+162.7% | $9,703+49.4% | $5,124+182.9% |