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 | $111,208 | $111,535-0.3% | $105,223+5.7% | $137,256-19.0% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.0%-1.7pp | 80.0%-6.6pp |
| Annual return | 10.71% | 237.85%-227.1pp | 180.65%-169.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,482 | $3,939-62.4% | $3,689-59.8% | $4,156-64.4% |
| Participant deferral / active EE | $2,372 | $5,500-56.9% | $5,072-53.2% | $6,407-63.0% |
| Admin fee / account holder | $3,901 | $9,721-59.9% | $8,859-56.0% | $12,270-68.2% |