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 | $138,351 | $184,014-24.8% | $161,149-14.1% | $138,895-0.4% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.8%+10.6pp | 79.9%+9.6pp |
| Annual return | 9.68% | 21.52%-11.8pp | 21.16%-11.5pp | 145.39%-135.7pp |
| Employer contribution / active EE | $7,915 | $5,055+56.6% | $4,360+81.5% | $4,194+88.7% |
| Participant deferral / active EE | $6,499 | $6,909-5.9% | $6,153+5.6% | $6,396+1.6% |
| Admin fee / account holder | $334 | $18,027-98.1% | $15,194-97.8% | $12,562-97.3% |