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 | $21,600 | $53,128-59.3% | $86,582-75.1% | $70,126-69.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 8.70% | 27.66%-19.0pp | 965.08%-956.4pp | 73.15%-64.5pp |
| Employer contribution / active EE | $3,511 | $2,068+69.8% | $2,839+23.7% | $2,343+49.9% |
| Participant deferral / active EE | $2,431 | $2,695-9.8% | $3,609-32.6% | $3,332-27.0% |
| Admin fee / account holder | $749 | $3,584-79.1% | $4,904-84.7% | $4,645-83.9% |