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 | $25,263 | $49,249-48.7% | $70,476-64.2% | $79,852-68.4% |
| Participation rate | 82.9% | 69.2%+13.8pp | 75.1%+7.9pp | 69.6%+13.3pp |
| Annual return | 2.94% | 30.09%-27.2pp | 109.12%-106.2pp | 31.72%-28.8pp |
| Employer contribution / active EE | $2,348 | $2,100+11.8% | $2,738-14.2% | $2,471-5.0% |
| Participant deferral / active EE | $2,058 | $2,769-25.7% | $3,710-44.5% | $3,740-45.0% |
| Admin fee / account holder | $3,273 | $2,878+13.7% | $3,847-14.9% | $5,306-38.3% |