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 | $58,766 | $85,024-30.9% | $70,544-16.7% | $139,466-57.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 1.61% | 30.39%-28.8pp | 32.79%-31.2pp | 373.66%-372.1pp |
| Employer contribution / active EE | $3,956 | $3,912+1.1% | $2,976+33.0% | $4,754-16.8% |
| Participant deferral / active EE | $7,458 | $5,891+26.6% | $4,568+63.3% | $6,712+11.1% |
| Admin fee / account holder | $51,303 | $8,928+474.6% | $6,427+698.2% | $11,409+349.7% |