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 | $101,955 | $56,063+81.9% | $76,051+34.1% | $80,911+26.0% |
| Participation rate | 72.4% | 62.0%+10.4pp | 69.1%+3.3pp | 67.6%+4.8pp |
| Annual return | 9.72% | 20.54%-10.8pp | 360.42%-350.7pp | 35.63%-25.9pp |
| Employer contribution / active EE | $2,438 | $1,874+30.1% | $2,690-9.4% | $2,756-11.5% |
| Participant deferral / active EE | $4,075 | $3,052+33.5% | $4,257-4.3% | $4,297-5.2% |
| Admin fee / account holder | $14,747 | $5,240+181.4% | $6,416+129.8% | $6,935+112.7% |