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 | $28,003 | $85,169-67.1% | $172,755-83.8% | $72,983-61.6% |
| Participation rate | 70.5% | 70.1%+0.4pp | 82.6%-12.2pp | 69.5%+1.0pp |
| Annual return | 15.80% | 27.32%-11.5pp | 802.94%-787.1pp | 81.01%-65.2pp |
| Employer contribution / active EE | $2,131 | $3,324-35.9% | $5,144-58.6% | $2,440-12.7% |
| Participant deferral / active EE | $2,668 | $3,260-18.2% | $5,198-48.7% | $3,608-26.0% |
| Admin fee / account holder | $11,037 | $5,880+87.7% | $13,955-20.9% | $5,124+115.4% |