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 | $34,328 | $50,554-32.1% | $67,681-49.3% | $87,485-60.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 3.55% | 17.81%-14.3pp | 590.58%-587.0pp | 26.06%-22.5pp |
| Employer contribution / active EE | $978 | $1,988-50.8% | $2,678-63.5% | $2,596-62.3% |
| Participant deferral / active EE | $978 | $2,961-67.0% | $3,976-75.4% | $4,274-77.1% |
| Admin fee / account holder | $4,084 | $4,132-1.2% | $6,100-33.1% | $7,775-47.5% |