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 | $49,235 | $105,200-53.2% | $159,474-69.1% | $85,847-42.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 10.63% | 45.08%-34.4pp | 263.68%-253.1pp | 318.61%-308.0pp |
| Employer contribution / active EE | $673 | $3,319-79.7% | $4,831-86.1% | $2,565-73.8% |
| Participant deferral / active EE | $2,690 | $5,946-54.8% | $7,353-63.4% | $3,952-31.9% |
| Admin fee / account holder | $1,116 | $6,934-83.9% | $10,802-89.7% | $6,261-82.2% |