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 | $23,902 | $54,763-56.4% | $90,324-73.5% | $72,976-67.2% |
| Participation rate | 74.1% | 65.2%+8.9pp | 73.3%+0.8pp | 69.5%+4.6pp |
| Annual return | 5.32% | 30.63%-25.3pp | 78.15%-72.8pp | 81.02%-75.7pp |
| Employer contribution / active EE | $334 | $2,093-84.0% | $2,856-88.3% | $2,440-86.3% |
| Participant deferral / active EE | $838 | $2,887-71.0% | $3,885-78.4% | $3,608-76.8% |
| Admin fee / account holder | $2,888 | $3,973-27.3% | $5,356-46.1% | $5,124-43.6% |