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 | $20,391 | $84,236-75.8% | $170,439-88.0% | $70,124-70.9% |
| Participation rate | 95.3% | 70.8%+24.5pp | 83.6%+11.8pp | 69.5%+25.8pp |
| Annual return | 9.66% | 23.06%-13.4pp | 205.94%-196.3pp | 73.14%-63.5pp |
| Employer contribution / active EE | $1,909 | $3,387-43.6% | $5,433-64.9% | $2,342-18.5% |
| Participant deferral / active EE | $2,173 | $3,086-29.6% | $4,939-56.0% | $3,332-34.8% |
| Admin fee / account holder | $1,317 | $5,698-76.9% | $13,881-90.5% | $4,645-71.6% |