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 | $50,095 | $67,411-25.7% | $91,004-45.0% | $70,126-28.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 12.18% | -40.16%+52.3pp | 4.60%+7.6pp | 73.15%-61.0pp |
| Employer contribution / active EE | $2,626 | $1,786+47.0% | $2,456+6.9% | $2,343+12.1% |
| Participant deferral / active EE | $2,844 | $2,823+0.7% | $3,548-19.8% | $3,332-14.7% |
| Admin fee / account holder | $2,230 | $4,236-47.4% | $5,417-58.8% | $4,645-52.0% |