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 | $45,216 | $35,183+28.5% | $73,550-38.5% | $70,126-35.5% |
| Participation rate | 90.9% | 42.9%+48.0pp | 54.9%+36.0pp | 69.5%+21.4pp |
| Annual return | 5.78% | 26.90%-21.1pp | -15.16%+20.9pp | 73.15%-67.4pp |
| Employer contribution / active EE | $455 | $709-35.9% | $1,219-62.7% | $2,343-80.6% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $887 | $2,302-61.5% | $2,320-61.8% | $4,645-80.9% |