Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $74,806 | $81,331-8.0% | $155,534-51.9% | $80,935-7.6% |
| Participation rate | 93.9% | 66.3%+27.7pp | 78.2%+15.7pp | 67.7%+26.3pp |
| Annual return | 10.44% | 33.37%-22.9pp | 64.92%-54.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $4,002 | $3,105+28.9% | $4,675-14.4% | $2,757+45.2% |
| Participant deferral / active EE | $8,432 | $3,454+144.1% | $5,630+49.8% | $4,299+96.1% |
| Admin fee / account holder | $86,760 | $7,999+984.6% | $15,900+445.7% | $6,924+1153.0% |