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 | $4,223 | $23,330-81.9% | $64,489-93.5% | $82,448-94.9% |
| Participation rate | 76.7% | 68.3%+8.5pp | 67.7%+9.1pp | 68.1%+8.7pp |
| Annual return | 11.40% | 83.66%-72.3pp | 55.03%-43.6pp | 41.64%-30.2pp |
| Employer contribution / active EE | $477 | $824-42.1% | $1,523-68.7% | $2,551-81.3% |
| Participant deferral / active EE | $1,482 | $1,707-13.2% | $2,778-46.7% | $4,139-64.2% |
| Admin fee / account holder | $1,018 | $2,946-65.4% | $4,260-76.1% | $7,234-85.9% |