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 | $12,089 | $45,041-73.2% | $63,003-80.8% | $70,131-82.8% |
| Participation rate | 98.5% | 69.5%+28.9pp | 74.8%+23.7pp | 69.5%+28.9pp |
| Annual return | 9.89% | 18.76%-8.9pp | 87.59%-77.7pp | 73.14%-63.2pp |
| Employer contribution / active EE | $1,780 | $2,052-13.3% | $2,760-35.5% | $2,342-24.0% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $445 | $2,836-84.3% | $3,600-87.6% | $4,645-90.4% |