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 | $13,279 | $60,139-77.9% | $90,461-85.3% | $79,856-83.4% |
| Participation rate | 83.3% | 65.0%+18.3pp | 72.7%+10.6pp | 69.6%+13.7pp |
| Annual return | 9.36% | 71.96%-62.6pp | 1294.76%-1285.4pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,138 | $2,069-45.0% | $3,264-65.1% | $2,471-54.0% |
| Participant deferral / active EE | $1,333 | $2,939-54.6% | $3,964-66.4% | $3,741-64.4% |
| Admin fee / account holder | $4,144 | $3,978+4.2% | $5,617-26.2% | $5,306-21.9% |