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 | $53,799 | $142,354-62.2% | $125,529-57.1% | $155,188-65.3% |
| Participation rate | 83.3% | 78.1%+5.3pp | 74.7%+8.6pp | 80.8%+2.5pp |
| Annual return | 3.32% | 306.06%-302.7pp | 202.56%-199.2pp | 148.84%-145.5pp |
| Employer contribution / active EE | $2,597 | $3,501-25.8% | $3,058-15.1% | $4,248-38.9% |
| Participant deferral / active EE | $3,802 | $5,491-30.8% | $4,813-21.0% | $6,531-41.8% |
| Admin fee / account holder | $627 | $19,392-96.8% | $16,298-96.2% | $14,480-95.7% |