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 | $161,377 | $87,546+84.3% | $75,784+112.9% | $125,389+28.7% |
| Participation rate | 93.8% | 80.2%+13.6pp | 75.8%+17.9pp | 83.2%+10.6pp |
| Annual return | -4.02% | 13.49%-17.5pp | 9.68%-13.7pp | 282.24%-286.3pp |
| Employer contribution / active EE | $7,246 | $3,930+84.4% | $3,323+118.0% | $4,866+48.9% |
| Participant deferral / active EE | $6,379 | $4,230+50.8% | $3,652+74.7% | $5,352+19.2% |
| Admin fee / account holder | $2,229 | $6,503-65.7% | $5,300-57.9% | $9,541-76.6% |