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 | $116,036 | $73,107+58.7% | $114,563+1.3% | $87,485+32.6% |
| Participation rate | 76.9% | 65.8%+11.1pp | 72.9%+4.0pp | 68.9%+8.0pp |
| Annual return | 8.09% | 19.47%-11.4pp | 241.09%-233.0pp | 26.06%-18.0pp |
| Employer contribution / active EE | $1,501 | $1,881-20.2% | $2,592-42.1% | $2,596-42.2% |
| Participant deferral / active EE | $2,449 | $3,144-22.1% | $4,142-40.9% | $4,274-42.7% |
| Admin fee / account holder | $867 | $5,770-85.0% | $7,623-88.6% | $7,775-88.8% |