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 | $19,170 | $85,171-77.5% | $172,752-88.9% | $72,975-73.7% |
| Participation rate | 96.6% | 70.1%+26.5pp | 82.6%+13.9pp | 69.5%+27.1pp |
| Annual return | 3.01% | 27.32%-24.3pp | 802.97%-800.0pp | 81.01%-78.0pp |
| Employer contribution / active EE | $498 | $3,324-85.0% | $5,144-90.3% | $2,440-79.6% |
| Participant deferral / active EE | $1,086 | $3,260-66.7% | $5,198-79.1% | $3,608-69.9% |
| Admin fee / account holder | $458 | $5,880-92.2% | $13,955-96.7% | $5,124-91.1% |