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 | $39,830 | $51,184-22.2% | $66,439-40.1% | $86,983-54.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 8.70% | 17.07%-8.4pp | 757.66%-749.0pp | 25.83%-17.1pp |
| Employer contribution / active EE | $1,427 | $2,023-29.5% | $2,637-45.9% | $2,584-44.8% |
| Participant deferral / active EE | $1,767 | $2,927-39.7% | $3,876-54.4% | $4,194-57.9% |
| Admin fee / account holder | $2,456 | $4,154-40.9% | $6,173-60.2% | $7,856-68.7% |