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 | $21,414 | $58,241-63.2% | $81,780-73.8% | $80,911-73.5% |
| Participation rate | 82.5% | 63.4%+19.0pp | 72.4%+10.1pp | 67.6%+14.8pp |
| Annual return | 9.09% | 41.73%-32.6pp | 776.27%-767.2pp | 35.63%-26.5pp |
| Employer contribution / active EE | $2,193 | $2,343-6.4% | $2,914-24.7% | $2,756-20.4% |
| Participant deferral / active EE | $944 | $3,283-71.2% | $4,321-78.2% | $4,297-78.0% |
| Admin fee / account holder | $446 | $4,973-91.0% | $7,384-94.0% | $6,935-93.6% |