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 | $88,398 | $57,590+53.5% | $86,233+2.5% | $82,448+7.2% |
| Participation rate | 70.9% | 57.9%+13.0pp | 69.0%+1.9pp | 68.1%+2.8pp |
| Annual return | 10.83% | 22.41%-11.6pp | 61.39%-50.6pp | 41.64%-30.8pp |
| Employer contribution / active EE | $3,675 | $1,655+122.0% | $2,504+46.8% | $2,551+44.1% |
| Participant deferral / active EE | $1,731 | $3,080-43.8% | $4,559-62.0% | $4,139-58.2% |
| Admin fee / account holder | $20,932 | $4,730+342.5% | $8,342+150.9% | $7,234+189.3% |