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 | $16,465 | $77,814-78.8% | $158,223-89.6% | $86,983-81.1% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 5.88% | 30.54%-24.7pp | 52.09%-46.2pp | 25.83%-20.0pp |
| Employer contribution / active EE | $1,324 | $2,592-48.9% | $4,109-67.8% | $2,584-48.8% |
| Participant deferral / active EE | $2,680 | $3,270-18.0% | $5,467-51.0% | $4,194-36.1% |
| Admin fee / account holder | $4,712 | $5,879-19.8% | $16,047-70.6% | $7,856-40.0% |