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 | $102,126 | $86,949+17.5% | $102,460-0.3% | $80,959+26.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.93% | 18.89%-9.0pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $5,198 | $2,370+119.4% | $3,025+71.8% | $2,757+88.5% |
| Participant deferral / active EE | $7,083 | $4,121+71.9% | $5,056+40.1% | $4,300+64.7% |
| Admin fee / account holder | $33,672 | $8,048+318.4% | $9,460+255.9% | $6,925+386.2% |