Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,886 | $77,901-80.9% | $149,717-90.1% | $75,181-80.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.51% | 31.73%-19.2pp | 134.41%-121.9pp | 160.69%-148.2pp |
| Employer contribution / active EE | $3,024 | $3,137-3.6% | $4,820-37.3% | $2,671+13.2% |
| Participant deferral / active EE | $2,053 | $3,411-39.8% | $5,682-63.9% | $4,126-50.2% |
| Admin fee / account holder | $792 | $5,949-86.7% | $13,213-94.0% | $5,650-86.0% |