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 | $15,658 | $81,331-80.7% | $155,534-89.9% | $80,935-80.7% |
| Participation rate | 90.5% | 66.3%+24.3pp | 78.2%+12.3pp | 67.7%+22.9pp |
| Annual return | 7.18% | 33.37%-26.2pp | 64.92%-57.7pp | 35.66%-28.5pp |
| Employer contribution / active EE | $1,392 | $3,105-55.2% | $4,675-70.2% | $2,757-49.5% |
| Participant deferral / active EE | $994 | $3,454-71.2% | $5,630-82.3% | $4,299-76.9% |
| Admin fee / account holder | $2,787 | $7,999-65.2% | $15,900-82.5% | $6,924-59.7% |