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 | $80,183 | $65,367+22.7% | $92,915-13.7% | $72,976+9.9% |
| Participation rate | 96.9% | 68.3%+28.6pp | 76.0%+20.9pp | 69.5%+27.4pp |
| Annual return | 16.15% | 42.11%-26.0pp | 109.45%-93.3pp | 81.02%-64.9pp |
| Employer contribution / active EE | $8,530 | $2,594+228.9% | $3,653+133.5% | $2,440+249.6% |
| Participant deferral / active EE | $8,867 | $3,128+183.4% | $4,238+109.2% | $3,608+145.8% |
| Admin fee / account holder | $4,263 | $4,251+0.3% | $5,796-26.4% | $5,124-16.8% |