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 | $190,957 | $63,082+202.7% | $81,726+133.7% | $79,856+139.1% |
| Participation rate | 74.5% | 67.5%+7.0pp | 72.0%+2.5pp | 69.6%+4.9pp |
| Annual return | 5.36% | 22.66%-17.3pp | 29.49%-24.1pp | 31.71%-26.3pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,536 | $2,780+27.2% | $7,108-50.3% | $3,741-5.5% |
| Admin fee / account holder | $8,794 | $4,428+98.6% | $5,160+70.4% | $5,306+65.7% |