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 | $20,755 | $45,050-53.9% | $63,018-67.1% | $70,126-70.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 5.41% | 18.76%-13.4pp | 87.62%-82.2pp | 73.15%-67.7pp |
| Employer contribution / active EE | $1,740 | $2,052-15.2% | $2,761-37.0% | $2,343-25.7% |
| Participant deferral / active EE | $1,068 | $2,466-56.7% | $3,330-67.9% | $3,332-68.0% |
| Admin fee / account holder | $3,353 | $2,834+18.3% | $3,601-6.9% | $4,645-27.8% |