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 | $36,348 | $103,008-64.7% | $90,304-59.7% | $152,897-76.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.74% | 95.22%-94.5pp | 78.13%-77.4pp | 345.43%-344.7pp |
| Employer contribution / active EE | $900 | $3,139-71.3% | $2,855-68.5% | $4,764-81.1% |
| Participant deferral / active EE | $1,101 | $4,281-74.3% | $3,885-71.7% | $5,851-81.2% |
| Admin fee / account holder | $558 | $6,175-91.0% | $5,354-89.6% | $11,599-95.2% |