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 | $94,169 | $114,712-17.9% | $173,730-45.8% | $87,485+7.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 2.75% | 20.18%-17.4pp | 19.96%-17.2pp | 26.06%-23.3pp |
| Employer contribution / active EE | $5,833 | $2,904+100.9% | $4,577+27.4% | $2,596+124.7% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,168 | $10,210-59.2% | $17,523-76.2% | $7,775-46.4% |