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 | $46,574 | $54,541-14.6% | $78,778-40.9% | $70,126-33.6% |
| Participation rate | 71.1% | 60.8%+10.3pp | 69.2%+1.9pp | 69.5%+1.5pp |
| Annual return | 10.85% | 21.07%-10.2pp | 35.62%-24.8pp | 73.15%-62.3pp |
| Employer contribution / active EE | $1,042 | $1,089-4.3% | $1,986-47.5% | $2,343-55.5% |
| Participant deferral / active EE | $3,027 | $2,210+37.0% | $2,958+2.3% | $3,332-9.1% |
| Admin fee / account holder | $5,785 | $3,709+56.0% | $5,134+12.7% | $4,645+24.5% |