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 | $21,455 | $55,713-61.5% | $75,894-71.7% | $72,983-70.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | -0.81% | 27.60%-28.4pp | 30.76%-31.6pp | 81.01%-81.8pp |
| Employer contribution / active EE | $3,175 | $1,687+88.2% | $2,501+26.9% | $2,440+30.1% |
| Participant deferral / active EE | $1,094 | $2,634-58.5% | $3,603-69.6% | $3,608-69.7% |
| Admin fee / account holder | $2,164 | $3,980-45.6% | $5,420-60.1% | $5,124-57.8% |