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 | $32,223 | $181,896-82.3% | $156,551-79.4% | $273,972-88.2% |
| Participation rate | 78.3% | 88.4%-10.1pp | 84.0%-5.8pp | 83.0%-4.8pp |
| Annual return | 1.12% | 30.74%-29.6pp | 32.23%-31.1pp | 41.46%-40.3pp |
| Employer contribution / active EE | $2,446 | $6,248-60.8% | $5,501-55.5% | $4,869-49.8% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,561 | $15,560-90.0% | $13,028-88.0% | $10,133-84.6% |