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 | $41,654 | $67,411-38.2% | $91,004-54.2% | $70,126-40.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 12.33% | -40.16%+52.5pp | 4.60%+7.7pp | 73.15%-60.8pp |
| Employer contribution / active EE | $6,956 | $1,786+289.5% | $2,456+183.3% | $2,343+197.0% |
| Participant deferral / active EE | $2,017 | $2,823-28.5% | $3,548-43.1% | $3,332-39.5% |
| Admin fee / account holder | $819 | $4,236-80.7% | $5,417-84.9% | $4,645-82.4% |