Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $66,426 | $60,442+9.9% | $96,754-31.3% | $87,485-24.1% |
| Participation rate | 94.8% | 58.7%+36.1pp | 70.3%+24.6pp | 68.9%+25.9pp |
| Annual return | 1.53% | 21.97%-20.4pp | 82.04%-80.5pp | 26.06%-24.5pp |
| Employer contribution / active EE | $3,496 | $1,691+106.8% | $2,679+30.5% | $2,596+34.7% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,140 | $5,069-57.8% | $8,905-76.0% | $7,775-72.5% |