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 | $91,992 | $86,949+5.8% | $102,460-10.2% | $80,959+13.6% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.2pp | 67.7%+26.1pp |
| Annual return | 7.44% | 18.89%-11.5pp | 29.47%-22.0pp | 35.67%-28.2pp |
| Employer contribution / active EE | $5,388 | $2,370+127.3% | $3,025+78.1% | $2,757+95.4% |
| Participant deferral / active EE | $4,559 | $4,121+10.6% | $5,056-9.8% | $4,300+6.0% |
| Admin fee / account holder | $1,824 | $8,048-77.3% | $9,460-80.7% | $6,925-73.7% |