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 | $49,149 | $64,359-23.6% | $90,161-45.5% | $70,126-29.9% |
| Participation rate | 95.8% | 70.4%+25.4pp | 76.9%+19.0pp | 69.5%+26.3pp |
| Annual return | 8.36% | 28.13%-19.8pp | 34.89%-26.5pp | 73.15%-64.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,511 | $4,389-42.8% | $5,287-52.5% | $3,332-24.6% |
| Admin fee / account holder | $1,450 | $3,945-63.2% | $5,943-75.6% | $4,645-68.8% |