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 | $181,366 | $77,920+132.8% | $149,723+21.1% | $75,177+141.3% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 11.33% | 31.72%-20.4pp | 134.50%-123.2pp | 160.75%-149.4pp |
| Employer contribution / active EE | $3,436 | $3,138+9.5% | $4,821-28.7% | $2,671+28.6% |
| Participant deferral / active EE | $4,747 | $3,411+39.2% | $5,682-16.5% | $4,126+15.1% |
| Admin fee / account holder | $2,657 | $5,951-55.3% | $13,215-79.9% | $5,651-53.0% |