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 | $89,163 | $106,864-16.6% | $147,318-39.5% | $82,637+7.9% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.1%+12.2pp | 68.1%+26.2pp |
| Annual return | 7.28% | 27.49%-20.2pp | 70.43%-63.1pp | 53.51%-46.2pp |
| Employer contribution / active EE | $1,858 | $3,417-45.6% | $4,593-59.5% | $2,552-27.2% |
| Participant deferral / active EE | $11,893 | $6,496+83.1% | $7,906+50.4% | $4,126+188.2% |
| Admin fee / account holder | $11,294 | $8,415+34.2% | $13,708-17.6% | $7,339+53.9% |