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 | $76,932 | $83,369-7.7% | $105,223-26.9% | $67,986+13.2% |
| Participation rate | 73.6% | 56.3%+17.3pp | 75.0%-1.5pp | 57.2%+16.4pp |
| Annual return | 10.53% | 24.64%-14.1pp | 180.65%-170.1pp | 31.67%-21.1pp |
| Employer contribution / active EE | $6,682 | $2,541+163.0% | $3,689+81.2% | $2,019+231.0% |
| Participant deferral / active EE | $1,659 | $3,295-49.6% | $5,072-67.3% | $3,358-50.6% |
| Admin fee / account holder | $4,561 | $4,073+12.0% | $8,859-48.5% | $3,203+42.4% |