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 | $16,012 | $88,778-82.0% | $81,844-80.4% | $145,884-89.0% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 1.97% | 1033.03%-1031.1pp | 778.87%-776.9pp | 551.85%-549.9pp |
| Employer contribution / active EE | $1,312 | $3,087-57.5% | $2,916-55.0% | $4,662-71.9% |
| Participant deferral / active EE | $1,147 | $4,648-75.3% | $4,323-73.5% | $6,690-82.9% |
| Admin fee / account holder | $1,150 | $8,430-86.4% | $7,355-84.4% | $13,392-91.4% |