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 | $149,792 | $101,752+47.2% | $164,928-9.2% | $80,911+85.1% |
| Participation rate | 72.0% | 71.8%+0.2pp | 78.6%-6.6pp | 67.6%+4.4pp |
| Annual return | 9.72% | 16.73%-7.0pp | 70.08%-60.4pp | 35.63%-25.9pp |
| Employer contribution / active EE | $2,145 | $2,953-27.4% | $4,343-50.6% | $2,756-22.2% |
| Participant deferral / active EE | $6,857 | $4,477+53.2% | $6,034+13.6% | $4,297+59.6% |
| Admin fee / account holder | $2,438 | $8,218-70.3% | $12,684-80.8% | $6,935-64.8% |