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 | $17,437 | $84,236-79.3% | $170,435-89.8% | $70,126-75.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.05% | 23.06%-13.0pp | 205.94%-195.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $1,564 | $3,387-53.8% | $5,432-71.2% | $2,343-33.2% |
| Participant deferral / active EE | $1,921 | $3,086-37.8% | $4,939-61.1% | $3,332-42.4% |
| Admin fee / account holder | $1,826 | $5,698-68.0% | $13,881-86.8% | $4,645-60.7% |