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 | $65,563 | $111,535-41.2% | $105,223-37.7% | $137,256-52.2% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.0%+16.3pp | 80.0%+11.3pp |
| Annual return | 1.19% | 237.85%-236.7pp | 180.65%-179.5pp | 220.34%-219.1pp |
| Employer contribution / active EE | $2,522 | $3,939-36.0% | $3,689-31.6% | $4,156-39.3% |
| Participant deferral / active EE | $8,524 | $5,500+55.0% | $5,072+68.1% | $6,407+33.0% |
| Admin fee / account holder | $3,016 | $9,721-69.0% | $8,859-66.0% | $12,270-75.4% |