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 | $30,401 | $67,602-55.0% | $82,312-63.1% | $70,126-56.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.87% | 21.57%-9.7pp | 25.88%-14.0pp | 73.15%-61.3pp |
| Employer contribution / active EE | $1,341 | $1,755-23.6% | $2,428-44.8% | $2,343-42.8% |
| Participant deferral / active EE | $1,683 | $2,987-43.7% | $3,706-54.6% | $3,332-49.5% |
| Admin fee / account holder | $1,099 | $4,512-75.6% | $5,608-80.4% | $4,645-76.3% |