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 | $30,350 | $81,233-62.6% | $155,567-80.5% | $80,874-62.5% |
| Participation rate | 76.3% | 66.2%+10.1pp | 78.2%-1.9pp | 67.6%+8.7pp |
| Annual return | 6.37% | 33.33%-27.0pp | 64.74%-58.4pp | 35.62%-29.2pp |
| Employer contribution / active EE | $1,545 | $3,101-50.2% | $4,674-66.9% | $2,756-43.9% |
| Participant deferral / active EE | $2,503 | $3,452-27.5% | $5,628-55.5% | $4,297-41.8% |
| Admin fee / account holder | $3,851 | $7,998-51.9% | $15,916-75.8% | $6,935-44.5% |