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 | $90,034 | $69,977+28.7% | $108,582-17.1% | $62,881+43.2% |
| Participation rate | 72.4% | 72.9%-0.5pp | 79.6%-7.2pp | 69.3%+3.1pp |
| Annual return | 4.26% | 10.73%-6.5pp | -51.70%+56.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $2,750 | $2,135+28.8% | $3,758-26.8% | $2,281+20.6% |
| Participant deferral / active EE | $4,146 | $3,165+31.0% | $4,311-3.8% | $3,203+29.4% |
| Admin fee / account holder | $1,244 | $5,076-75.5% | $7,645-83.7% | $4,296-71.0% |