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 | $75,657 | $45,872+64.9% | $77,100-1.9% | $68,490+10.5% |
| Participation rate | 92.3% | 55.9%+36.4pp | 67.9%+24.4pp | 67.9%+24.4pp |
| Annual return | -22.64% | 1.73%-24.4pp | 42.35%-65.0pp | -7.85%-14.8pp |
| Employer contribution / active EE | $1,701 | $1,650+3.1% | $2,815-39.6% | $2,597-34.5% |
| Participant deferral / active EE | $4,630 | $2,963+56.3% | $4,430+4.5% | $4,028+14.9% |
| Admin fee / account holder | $8,291 | $3,041+172.6% | $5,443+52.3% | $5,403+53.5% |