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 | $35,274 | $93,346-62.2% | $71,796-50.9% | $273,972-87.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.52% | 130.39%-129.9pp | 78.04%-77.5pp | 41.46%-40.9pp |
| Employer contribution / active EE | $323 | $2,733-88.2% | $1,924-83.2% | $4,869-93.4% |
| Participant deferral / active EE | $4,538 | $3,475+30.6% | $2,794+62.4% | $5,287-14.2% |
| Admin fee / account holder | $342 | $6,571-94.8% | $4,815-92.9% | $10,133-96.6% |