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 | $84,367 | $65,367+29.1% | $92,915-9.2% | $72,976+15.6% |
| Participation rate | 95.6% | 68.3%+27.3pp | 76.0%+19.6pp | 69.5%+26.1pp |
| Annual return | 11.81% | 42.11%-30.3pp | 109.45%-97.6pp | 81.02%-69.2pp |
| Employer contribution / active EE | $3,795 | $2,594+46.3% | $3,653+3.9% | $2,440+55.5% |
| Participant deferral / active EE | $1,770 | $3,128-43.4% | $4,238-58.2% | $3,608-50.9% |
| Admin fee / account holder | $6,186 | $4,251+45.5% | $5,796+6.7% | $5,124+20.7% |