Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,379 | $103,164-86.1% | $90,259-84.1% | $154,746-90.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | -1.86% | 19.25%-21.1pp | 18.88%-20.7pp | 172.34%-174.2pp |
| Employer contribution / active EE | $1,328 | $2,532-47.6% | $2,291-42.1% | $4,379-69.7% |
| Participant deferral / active EE | $1,660 | $4,422-62.5% | $3,827-56.6% | $6,730-75.3% |
| Admin fee / account holder | $2,565 | $8,593-70.2% | $7,267-64.7% | $14,365-82.1% |