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 | $93,548 | $81,504+14.8% | $102,437-8.7% | $80,959+15.6% |
| Participation rate | 73.5% | 66.9%+6.7pp | 74.5%-1.0pp | 67.7%+5.9pp |
| Annual return | 7.01% | 25.60%-18.6pp | 24.95%-17.9pp | 35.67%-28.7pp |
| Employer contribution / active EE | $12,226 | $3,104+293.9% | $3,871+215.9% | $2,757+343.4% |
| Participant deferral / active EE | $2,213 | $3,871-42.8% | $5,060-56.3% | $4,300-48.5% |
| Admin fee / account holder | $12,931 | $6,719+92.4% | $8,388+54.2% | $6,925+86.7% |