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 | $99,354 | $51,638+92.4% | $68,368+45.3% | $82,448+20.5% |
| Participation rate | 97.5% | 63.6%+33.9pp | 73.8%+23.7pp | 68.1%+29.4pp |
| Annual return | 10.83% | 37.53%-26.7pp | 292.57%-281.7pp | 41.64%-30.8pp |
| Employer contribution / active EE | $2,268 | $2,047+10.8% | $2,649-14.4% | $2,551-11.1% |
| Participant deferral / active EE | $4,094 | $2,914+40.5% | $4,123-0.7% | $4,139-1.1% |
| Admin fee / account holder | $4,776 | $4,643+2.8% | $5,150-7.3% | $7,234-34.0% |