Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,994 | $58,848-52.4% | $88,179-68.3% | $82,637-66.1% |
| Participation rate | 84.6% | 57.9%+26.7pp | 69.1%+15.5pp | 68.1%+16.6pp |
| Annual return | 13.51% | 22.76%-9.2pp | 64.97%-51.5pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,287 | $3,124+5.2% | $4,614-28.8% | $4,126-20.3% |
| Admin fee / account holder | $3,603 | $4,795-24.9% | $7,673-53.0% | $7,339-50.9% |