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 | $27,696 | $34,316-19.3% | $74,722-62.9% | $72,975-62.0% |
| Participation rate | 96.4% | 42.4%+54.0pp | 54.5%+41.9pp | 69.5%+26.9pp |
| Annual return | 5.89% | 26.58%-20.7pp | 753.11%-747.2pp | 81.01%-75.1pp |
| Employer contribution / active EE | $2,727 | $692+294.2% | $1,084+151.5% | $2,440+11.8% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,963-100.0% | $3,608-100.0% |
| Admin fee / account holder | $328 | $2,125-84.6% | $3,335-90.2% | $5,124-93.6% |