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 | $25,710 | $174,379-85.3% | $152,093-83.1% | $138,895-81.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.22% | 74.86%-64.6pp | 66.36%-56.1pp | 145.39%-135.2pp |
| Employer contribution / active EE | $1,806 | $4,652-61.2% | $4,175-56.8% | $4,194-57.0% |
| Participant deferral / active EE | $1,729 | $6,159-71.9% | $5,451-68.3% | $6,396-73.0% |
| Admin fee / account holder | $948 | $16,880-94.4% | $14,497-93.5% | $12,562-92.4% |