Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,843 | $107,809-85.3% | $97,032-83.7% | $155,188-89.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 2.95% | 38.06%-35.1pp | 35.38%-32.4pp | 148.84%-145.9pp |
| Employer contribution / active EE | $224 | $2,911-92.3% | $2,629-91.5% | $4,248-94.7% |
| Participant deferral / active EE | $2,331 | $5,129-54.6% | $4,672-50.1% | $6,531-64.3% |
| Admin fee / account holder | $2,407 | $10,717-77.5% | $9,418-74.4% | $14,480-83.4% |