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 | $119,420 | $157,304-24.1% | $141,197-15.4% | $152,909-21.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 12.47% | 64.34%-51.9pp | 71.41%-58.9pp | 345.46%-333.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,604 | $7,111-63.4% | $6,710-61.2% | $5,851-55.5% |
| Admin fee / account holder | $62,859 | $12,126+418.4% | $10,265+512.4% | $11,601+441.9% |