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 | $141,458 | $58,627+141.3% | $76,735+84.3% | $82,448+71.6% |
| Participation rate | 77.8% | 63.2%+14.6pp | 69.5%+8.3pp | 68.1%+9.7pp |
| Annual return | 12.09% | 39.10%-27.0pp | 29.77%-17.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,504 | $1,729+44.8% | $2,454+2.0% | $2,551-1.9% |
| Participant deferral / active EE | $7,153 | $3,134+128.3% | $4,088+75.0% | $4,139+72.8% |
| Admin fee / account holder | $1,811 | $5,323-66.0% | $7,189-74.8% | $7,234-75.0% |