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 | $19,384 | $52,580-63.1% | $71,671-73.0% | $70,126-72.4% |
| Participation rate | 98.6% | 60.9%+37.7pp | 68.7%+29.8pp | 69.5%+29.0pp |
| Annual return | 11.47% | 20.25%-8.8pp | 20.65%-9.2pp | 73.15%-61.7pp |
| Employer contribution / active EE | $1,564 | $1,616-3.2% | $2,460-36.4% | $2,343-33.2% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,448 | $3,653-60.4% | $5,558-74.0% | $4,645-68.8% |