Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,129 | $45,087-28.7% | $69,483-53.8% | $72,976-56.0% |
| Participation rate | 97.1% | 68.5%+28.6pp | 74.6%+22.5pp | 69.5%+27.6pp |
| Annual return | 3.65% | 22.67%-19.0pp | 28.99%-25.3pp | 81.02%-77.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,709 | $2,603+80.9% | $3,537+33.1% | $3,608+30.5% |
| Admin fee / account holder | $2,251 | $3,057-26.4% | $3,841-41.4% | $5,124-56.1% |