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 | $12,819 | $102,638-87.5% | $81,991-84.4% | $158,966-91.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 6.07% | 61.05%-55.0pp | 41.31%-35.2pp | 302.95%-296.9pp |
| Employer contribution / active EE | $1,603 | $3,241-50.5% | $2,498-35.8% | $4,762-66.3% |
| Participant deferral / active EE | $1,603 | $4,649-65.5% | $3,722-56.9% | $5,983-73.2% |
| Admin fee / account holder | $12,458 | $8,237+51.2% | $5,665+119.9% | $11,250+10.7% |