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 | $24,807 | $61,390-59.6% | $112,228-77.9% | $75,177-67.0% |
| Participation rate | 86.7% | 61.6%+25.0pp | 72.4%+14.2pp | 67.2%+19.5pp |
| Annual return | 10.59% | 28.47%-17.9pp | 30.23%-19.6pp | 160.75%-150.2pp |
| Employer contribution / active EE | $1,137 | $2,015-43.6% | $3,432-66.9% | $2,671-57.4% |
| Participant deferral / active EE | $2,297 | $3,108-26.1% | $4,800-52.1% | $4,126-44.3% |
| Admin fee / account holder | $11,727 | $4,862+141.2% | $7,752+51.3% | $5,651+107.5% |