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 | $26,176 | $89,515-70.8% | $103,065-74.6% | $80,959-67.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.6%+19.4pp | 67.7%+32.3pp |
| Annual return | 3.82% | 22.82%-19.0pp | 23.95%-20.1pp | 35.67%-31.8pp |
| Employer contribution / active EE | $3,918 | $4,015-2.4% | $4,675-16.2% | $2,757+42.1% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $6,625-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,290 | $6,527-80.2% | $9,349-86.2% | $6,925-81.4% |