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 | $31,470 | $77,814-59.6% | $158,223-80.1% | $86,983-63.8% |
| Participation rate | 90.7% | 68.4%+22.3pp | 79.2%+11.5pp | 69.5%+21.2pp |
| Annual return | 9.23% | 30.54%-21.3pp | 52.09%-42.9pp | 25.83%-16.6pp |
| Employer contribution / active EE | $2,099 | $2,592-19.0% | $4,109-48.9% | $2,584-18.8% |
| Participant deferral / active EE | $5,260 | $3,270+60.9% | $5,467-3.8% | $4,194+25.4% |
| Admin fee / account holder | $32,437 | $5,879+451.7% | $16,047+102.1% | $7,856+312.9% |