Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,951 | $90,486-85.7% | $78,676-83.5% | $273,972-95.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.71% | 75.62%-73.9pp | 62.19%-60.5pp | 41.46%-39.7pp |
| Employer contribution / active EE | $1,214 | $3,175-61.8% | $2,850-57.4% | $4,869-75.1% |
| Participant deferral / active EE | $5,332 | $3,901+36.7% | $3,517+51.6% | $5,287+0.9% |
| Admin fee / account holder | $653 | $5,263-87.6% | $4,510-85.5% | $10,133-93.6% |