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 | $72,547 | $154,228-53.0% | $145,433-50.1% | $137,256-47.1% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 12.08% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,383 | $4,804-29.6% | $4,554-25.7% | $4,156-18.6% |
| Participant deferral / active EE | $7,240 | $8,216-11.9% | $7,897-8.3% | $6,407+13.0% |
| Admin fee / account holder | $42,782 | $14,344+198.3% | $13,129+225.9% | $12,270+248.7% |