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 | $38,515 | $106,918-64.0% | $84,021-54.2% | $152,897-74.8% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.5%+11.3pp |
| Annual return | 1.17% | 105.01%-103.8pp | 71.32%-70.1pp | 345.43%-344.3pp |
| Employer contribution / active EE | $938 | $2,735-65.7% | $1,984-52.7% | $4,764-80.3% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,744 | $8,288-66.9% | $6,102-55.0% | $11,599-76.3% |