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 | $69,753 | $106,524-34.5% | $152,301-54.2% | $87,485-20.3% |
| Participation rate | 91.3% | 75.8%+15.6pp | 82.4%+8.9pp | 68.9%+22.4pp |
| Annual return | 7.61% | 26.89%-19.3pp | 80.50%-72.9pp | 26.06%-18.4pp |
| Employer contribution / active EE | $10,292 | $3,371+205.3% | $4,624+122.6% | $2,596+296.4% |
| Participant deferral / active EE | $4,964 | $6,525-23.9% | $8,004-38.0% | $4,274+16.2% |
| Admin fee / account holder | $49,717 | $8,287+500.0% | $14,398+245.3% | $7,775+539.5% |