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 | $117,941 | $115,931+1.7% | $185,441-36.4% | $86,983+35.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 9.37% | 21.47%-12.1pp | 20.16%-10.8pp | 25.83%-16.5pp |
| Employer contribution / active EE | $2,260 | $2,937-23.0% | $4,672-51.6% | $2,584-12.5% |
| Participant deferral / active EE | $5,167 | $4,551+13.5% | $6,152-16.0% | $4,194+23.2% |
| Admin fee / account holder | $4,115 | $10,687-61.5% | $17,890-77.0% | $7,856-47.6% |