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 | $30,768 | $60,349-49.0% | $74,184-58.5% | $62,881-51.1% |
| Participation rate | 82.1% | 72.7%+9.4pp | 76.6%+5.5pp | 69.3%+12.8pp |
| Annual return | -5.19% | 21.38%-26.6pp | 17.74%-22.9pp | 20.14%-25.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,489 | $2,856-47.9% | $3,550-58.1% | $3,203-53.5% |
| Admin fee / account holder | $8,046 | $4,261+88.8% | $5,586+44.0% | $4,296+87.3% |