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 | $180,421 | $102,609+75.8% | $98,090+83.9% | $138,895+29.9% |
| Participation rate | 90.0% | 82.8%+7.2pp | 81.5%+8.5pp | 79.9%+10.1pp |
| Annual return | 10.13% | 36.44%-26.3pp | 37.05%-26.9pp | 145.39%-135.3pp |
| Employer contribution / active EE | $3,299 | $3,867-14.7% | $3,606-8.5% | $4,194-21.3% |
| Participant deferral / active EE | $8,507 | $8,167+4.2% | $7,845+8.4% | $6,396+33.0% |
| Admin fee / account holder | $91,108 | $11,434+696.8% | $11,815+671.1% | $12,562+625.3% |