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 | $66,760 | $62,583+6.7% | $76,767-13.0% | $64,173+4.0% |
| Participation rate | 90.7% | 72.8%+17.9pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -7.59% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,119 | $1,832-38.9% | $2,485-55.0% | $2,381-53.0% |
| Participant deferral / active EE | $3,833 | $3,145+21.9% | $3,852-0.5% | $3,470+10.5% |
| Admin fee / account holder | $7,159 | $4,667+53.4% | $6,675+7.2% | $4,887+46.5% |