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 | $16,483 | $77,920-78.8% | $149,723-89.0% | $75,177-78.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 7.42% | 31.72%-24.3pp | 134.50%-127.1pp | 160.75%-153.3pp |
| Employer contribution / active EE | $3,805 | $3,138+21.2% | $4,821-21.1% | $2,671+42.4% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,941 | $5,951-67.4% | $13,215-85.3% | $5,651-65.6% |