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 | $92,612 | $98,240-5.7% | $82,312+12.5% | $147,586-37.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 2.99% | 30.85%-27.9pp | 25.88%-22.9pp | 578.59%-575.6pp |
| Employer contribution / active EE | $1,332 | $3,192-58.3% | $2,428-45.1% | $4,876-72.7% |
| Participant deferral / active EE | $8,112 | $4,383+85.1% | $3,706+118.9% | $5,439+49.2% |
| Admin fee / account holder | $2,257 | $8,563-73.6% | $5,608-59.8% | $10,886-79.3% |