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 | $47,626 | $57,541-17.2% | $95,759-50.3% | $75,177-36.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.17% | 34.93%-21.8pp | 28.42%-15.2pp | 160.75%-147.6pp |
| Employer contribution / active EE | $1,717 | $1,808-5.0% | $2,836-39.5% | $2,671-35.7% |
| Participant deferral / active EE | $2,772 | $3,074-9.8% | $4,244-34.7% | $4,126-32.8% |
| Admin fee / account holder | $13,446 | $4,099+228.1% | $5,678+136.8% | $5,651+137.9% |