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 | $108,368 | $48,277+124.5% | $67,511+60.5% | $80,874+34.0% |
| Participation rate | 91.2% | 66.4%+24.8pp | 72.9%+18.3pp | 67.6%+23.5pp |
| Annual return | 11.01% | 18.27%-7.3pp | 3517.41%-3506.4pp | 35.62%-24.6pp |
| Employer contribution / active EE | $2,948 | $2,021+45.8% | $2,733+7.9% | $2,756+7.0% |
| Participant deferral / active EE | $3,189 | $2,926+9.0% | $4,000-20.3% | $4,297-25.8% |
| Admin fee / account holder | $18,363 | $3,687+398.0% | $3,999+359.2% | $6,935+164.8% |