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 | $98,790 | $60,349+63.7% | $74,184+33.2% | $62,881+57.1% |
| Participation rate | 95.9% | 72.7%+23.2pp | 76.6%+19.3pp | 69.3%+26.6pp |
| Annual return | -1.56% | 21.38%-22.9pp | 17.74%-19.3pp | 20.14%-21.7pp |
| Employer contribution / active EE | $7,196 | $1,680+328.3% | $2,370+203.6% | $2,281+215.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,604 | $4,261+31.5% | $5,586+0.3% | $4,296+30.5% |