Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,601 | $84,236-77.9% | $170,435-89.1% | $70,126-73.5% |
| Participation rate | 93.9% | 70.8%+23.1pp | 83.6%+10.3pp | 69.5%+24.4pp |
| Annual return | 6.15% | 23.06%-16.9pp | 205.94%-199.8pp | 73.15%-67.0pp |
| Employer contribution / active EE | $2,765 | $3,387-18.4% | $5,432-49.1% | $2,343+18.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $661 | $5,698-88.4% | $13,881-95.2% | $4,645-85.8% |