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 | $24,644 | $153,311-83.9% | $109,313-77.5% | $273,972-91.0% |
| Participation rate | 78.3% | 80.1%-1.8pp | 71.3%+7.0pp | 83.0%-4.8pp |
| Annual return | 0.30% | 29.86%-29.6pp | 22.07%-21.8pp | 41.46%-41.2pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,015 | $3,932-48.8% | $3,166-36.4% | $5,287-61.9% |
| Admin fee / account holder | $5,910 | $8,076-26.8% | $5,666+4.3% | $10,133-41.7% |