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 | $77,257 | $80,753-4.3% | $136,298-43.3% | $62,293+24.0% |
| Participation rate | 72.5% | 73.5%-1.1pp | 81.9%-9.4pp | 69.5%+3.0pp |
| Annual return | 14.76% | 35.83%-21.1pp | 5156.27%-5141.5pp | 28.90%-14.1pp |
| Employer contribution / active EE | $683 | $2,884-76.3% | $4,696-85.5% | $2,042-66.6% |
| Participant deferral / active EE | $5,075 | $5,164-1.7% | $6,247-18.8% | $3,169+60.1% |
| Admin fee / account holder | $3,861 | $525+634.9% | $9,244-58.2% | $479+705.5% |