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 | $17,593 | $28,624-38.5% | $53,647-67.2% | $82,637-78.7% |
| Participation rate | 92.8% | 47.3%+45.5pp | 56.3%+36.5pp | 68.1%+24.7pp |
| Annual return | 14.14% | 664.98%-650.8pp | 358.33%-344.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $217 | $637-65.8% | $962-77.4% | $2,552-91.5% |
| Participant deferral / active EE | $3,186 | $1,196+166.3% | $1,813+75.7% | $4,126-22.8% |
| Admin fee / account holder | $3,273 | $2,022+61.9% | $2,460+33.1% | $7,339-55.4% |