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 | $16,367 | $100,073-83.6% | $85,126-80.8% | $145,877-88.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.60% | 84.11%-78.5pp | 66.63%-61.0pp | 551.28%-545.7pp |
| Employer contribution / active EE | $558 | $3,236-82.8% | $2,731-79.6% | $4,663-88.0% |
| Participant deferral / active EE | $933 | $5,294-82.4% | $4,523-79.4% | $6,691-86.1% |
| Admin fee / account holder | $4,865 | $7,261-33.0% | $6,160-21.0% | $13,402-63.7% |