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 | $193,887 | $148,629+30.5% | $135,982+42.6% | $139,487+39.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 11.69% | 79.33%-67.6pp | 68.32%-56.6pp | 373.84%-362.2pp |
| Employer contribution / active EE | $3,576 | $5,247-31.8% | $4,859-26.4% | $4,755-24.8% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,975 | $12,406-43.8% | $10,767-35.2% | $11,407-38.9% |