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 | $15,208 | $57,590-73.6% | $86,233-82.4% | $82,448-81.6% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 11.89% | 22.41%-10.5pp | 61.39%-49.5pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,794 | $1,655+8.4% | $2,504-28.4% | $2,551-29.7% |
| Participant deferral / active EE | $917 | $3,080-70.2% | $4,559-79.9% | $4,139-77.9% |
| Admin fee / account holder | $1,647 | $4,730-65.2% | $8,342-80.3% | $7,234-77.2% |