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 | $20,225 | $77,962-74.1% | $178,540-88.7% | $80,935-75.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 8.41% | 18.10%-9.7pp | 27.15%-18.7pp | 35.66%-27.2pp |
| Employer contribution / active EE | $1,268 | $2,280-44.4% | $3,953-67.9% | $2,757-54.0% |
| Participant deferral / active EE | $2,186 | $4,404-50.4% | $6,281-65.2% | $4,299-49.1% |
| Admin fee / account holder | $602 | $7,156-91.6% | $10,424-94.2% | $6,924-91.3% |