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 | $80,547 | $72,486+11.1% | $87,103-7.5% | $72,976+10.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 3.88% | 24.46%-20.6pp | 28.19%-24.3pp | 81.02%-77.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,742 | $3,270-46.7% | $4,049-57.0% | $3,608-51.7% |
| Admin fee / account holder | $3,883 | $5,055-23.2% | $7,491-48.2% | $5,124-24.2% |