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 | $75,211 | $199,109-62.2% | $173,730-56.7% | $154,746-51.4% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 1.04% | 20.02%-19.0pp | 19.96%-18.9pp | 172.34%-171.3pp |
| Employer contribution / active EE | $2,422 | $5,311-54.4% | $4,577-47.1% | $4,379-44.7% |
| Participant deferral / active EE | $3,799 | $7,113-46.6% | $6,326-39.9% | $6,730-43.5% |
| Admin fee / account holder | $140,795 | $20,916+573.2% | $17,523+703.5% | $14,365+880.1% |