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 | $25,098 | $85,169-70.5% | $172,755-85.5% | $72,983-65.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 2.68% | 27.32%-24.6pp | 802.94%-800.3pp | 81.01%-78.3pp |
| Employer contribution / active EE | $1,148 | $3,324-65.5% | $5,144-77.7% | $2,440-53.0% |
| Participant deferral / active EE | $2,723 | $3,260-16.5% | $5,198-47.6% | $3,608-24.5% |
| Admin fee / account holder | $380 | $5,880-93.5% | $13,955-97.3% | $5,124-92.6% |