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 | $68,136 | $78,423-13.1% | $95,964-29.0% | $79,856-14.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 3.55% | 19.37%-15.8pp | 91.64%-88.1pp | 31.71%-28.2pp |
| Employer contribution / active EE | $3,519 | $1,945+80.9% | $2,541+38.5% | $2,471+42.4% |
| Participant deferral / active EE | $4,981 | $3,440+44.8% | $4,167+19.5% | $3,741+33.2% |
| Admin fee / account holder | $925 | $5,622-83.5% | $6,797-86.4% | $5,306-82.6% |