Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,488 | $56,116-11.8% | $135,768-63.5% | $86,983-43.1% |
| Participation rate | 98.5% | 60.1%+38.4pp | 71.1%+27.4pp | 69.5%+28.9pp |
| Annual return | 6.28% | 125.33%-119.1pp | 526.10%-519.8pp | 25.83%-19.6pp |
| Employer contribution / active EE | $3,121 | $1,528+104.3% | $3,394-8.0% | $2,584+20.8% |
| Participant deferral / active EE | $3,612 | $2,690+34.3% | $3,977-9.2% | $4,194-13.9% |
| Admin fee / account holder | $3,161 | $4,314-26.7% | $7,048-55.2% | $7,856-59.8% |