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 | $239,525 | $201,372+18.9% | $184,260+30.0% | $145,884+64.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.98% | 29.04%-24.1pp | 28.84%-23.9pp | 551.85%-546.9pp |
| Employer contribution / active EE | $1,728 | $7,024-75.4% | $6,427-73.1% | $4,662-62.9% |
| Participant deferral / active EE | $7,409 | $9,808-24.5% | $9,133-18.9% | $6,690+10.8% |
| Admin fee / account holder | $2,642 | $16,362-83.9% | $13,898-81.0% | $13,392-80.3% |