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 | $13,870 | $48,327-71.3% | $67,575-79.5% | $80,935-82.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 8.39% | 18.31%-9.9pp | 3528.98%-3520.6pp | 35.66%-27.3pp |
| Employer contribution / active EE | $1,087 | $2,022-46.3% | $2,736-60.3% | $2,757-60.6% |
| Participant deferral / active EE | $2,210 | $2,927-24.5% | $4,003-44.8% | $4,299-48.6% |
| Admin fee / account holder | $944 | $3,692-74.4% | $3,993-76.4% | $6,924-86.4% |