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 | $36,173 | $52,306-30.8% | $69,779-48.2% | $62,881-42.5% |
| Participation rate | 98.2% | 67.2%+31.0pp | 71.8%+26.4pp | 69.3%+28.9pp |
| Annual return | 2.97% | 13.35%-10.4pp | 12.99%-10.0pp | 20.14%-17.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,426 | $2,395-40.5% | $2,931-51.3% | $3,203-55.5% |
| Admin fee / account holder | $2,434 | $3,691-34.1% | $4,381-44.4% | $4,296-43.3% |