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 | $18,768 | $51,222-63.4% | $70,544-73.4% | $75,173-75.0% |
| Participation rate | 81.3% | 61.0%+20.3pp | 68.4%+12.9pp | 67.2%+14.0pp |
| Annual return | 5.61% | 30.06%-24.4pp | 32.79%-27.2pp | 160.72%-155.1pp |
| Employer contribution / active EE | $2,513 | $1,827+37.6% | $2,976-15.5% | $2,671-5.9% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $653 | $4,096-84.1% | $6,427-89.8% | $5,651-88.4% |