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 | $50,869 | $227,291-77.6% | $214,702-76.3% | $155,188-67.2% |
| Participation rate | 90.5% | 88.0%+2.5pp | 87.5%+3.0pp | 80.8%+9.7pp |
| Annual return | 4.20% | 60.08%-55.9pp | 54.55%-50.4pp | 148.84%-144.6pp |
| Employer contribution / active EE | $5,558 | $6,772-17.9% | $6,461-14.0% | $4,248+30.9% |
| Participant deferral / active EE | $3,618 | $9,582-62.2% | $9,147-60.4% | $6,531-44.6% |
| Admin fee / account holder | $78,857 | $20,413+286.3% | $19,830+297.7% | $14,480+444.6% |