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 | $13,167 | $46,534-71.7% | $64,097-79.5% | $75,177-82.5% |
| Participation rate | 76.4% | 65.9%+10.4pp | 72.3%+4.0pp | 67.2%+9.2pp |
| Annual return | 11.33% | 26.07%-14.7pp | 33.75%-22.4pp | 160.75%-149.4pp |
| Employer contribution / active EE | $825 | $1,976-58.3% | $2,750-70.0% | $2,671-69.1% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $406 | $2,957-86.3% | $3,070-86.8% | $5,651-92.8% |