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 | $89,096 | $88,672+0.5% | $105,223-15.3% | $82,448+8.1% |
| Participation rate | 76.9% | 67.9%+9.0pp | 75.0%+1.9pp | 68.1%+8.9pp |
| Annual return | 10.66% | 30.86%-20.2pp | 180.65%-170.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,231 | $3,048-59.6% | $3,689-66.6% | $2,551-51.7% |
| Participant deferral / active EE | $4,220 | $4,036+4.6% | $5,072-16.8% | $4,139+2.0% |
| Admin fee / account holder | $8,787 | $7,146+23.0% | $8,859-0.8% | $7,234+21.5% |