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 | $40,808 | $53,128-23.2% | $86,581-52.9% | $70,124-41.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.97% | 27.66%-15.7pp | 965.06%-953.1pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,149 | $2,068-44.4% | $2,840-59.5% | $2,342-50.9% |
| Participant deferral / active EE | $1,535 | $2,695-43.0% | $3,609-57.5% | $3,332-53.9% |
| Admin fee / account holder | $5,609 | $3,584+56.5% | $4,904+14.4% | $4,645+20.7% |