Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $86,585 | $72,273+19.8% | $101,275-14.5% | $79,856+8.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 1.24% | 22.30%-21.1pp | 46.48%-45.2pp | 31.71%-30.5pp |
| Employer contribution / active EE | $5,021 | $2,691+86.6% | $3,660+37.2% | $2,471+103.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $674 | $4,401-84.7% | $5,948-88.7% | $5,306-87.3% |