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 | $33,214 | $51,638-35.7% | $68,368-51.4% | $82,448-59.7% |
| Participation rate | 83.9% | 63.6%+20.3pp | 73.8%+10.2pp | 68.1%+15.9pp |
| Annual return | 10.48% | 37.53%-27.1pp | 292.57%-282.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,984 | $2,047-3.0% | $2,649-25.1% | $2,551-22.2% |
| Participant deferral / active EE | $2,232 | $2,914-23.4% | $4,123-45.9% | $4,139-46.1% |
| Admin fee / account holder | $700 | $4,643-84.9% | $5,150-86.4% | $7,234-90.3% |