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 | $22,975 | $71,197-67.7% | $93,669-75.5% | $80,925-71.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 5.58% | 11.27%-5.7pp | 133.59%-128.0pp | 35.65%-30.1pp |
| Employer contribution / active EE | $1,429 | $1,565-8.7% | $2,424-41.1% | $2,756-48.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,297 | $6,959-67.0% | $8,291-72.3% | $6,940-66.9% |