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 | $215,542 | $98,776+118.2% | $149,745+43.9% | $79,856+169.9% |
| Participation rate | 90.2% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.6pp |
| Annual return | 6.86% | 27.38%-20.5pp | 276.72%-269.9pp | 31.71%-24.8pp |
| Employer contribution / active EE | $3,705 | $3,217+15.1% | $4,646-20.3% | $2,471+49.9% |
| Participant deferral / active EE | $10,476 | $5,681+84.4% | $6,843+53.1% | $3,741+180.1% |
| Admin fee / account holder | $6,010 | $6,053-0.7% | $9,312-35.5% | $5,306+13.3% |