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 | $60,183 | $201,372-70.1% | $184,260-67.3% | $145,884-58.7% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 7.92% | 29.04%-21.1pp | 28.84%-20.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $2,784 | $7,024-60.4% | $6,427-56.7% | $4,662-40.3% |
| Participant deferral / active EE | $6,500 | $9,808-33.7% | $9,133-28.8% | $6,690-2.8% |
| Admin fee / account holder | $34,164 | $16,362+108.8% | $13,898+145.8% | $13,392+155.1% |