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 | $24,291 | $65,712-63.0% | $57,196-57.5% | $273,972-91.1% |
| Participation rate | 73.3% | 78.3%-5.0pp | 75.3%-2.0pp | 83.0%-9.7pp |
| Annual return | 0.40% | 22.01%-21.6pp | 14.59%-14.2pp | 41.46%-41.1pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,591 | $3,782-57.9% | $3,096-48.6% | $5,287-69.9% |
| Admin fee / account holder | $1,010 | $4,838-79.1% | $3,141-67.8% | $10,133-90.0% |