Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $172,309 | $57,828+198.0% | $117,039+47.2% | $70,126+145.7% |
| Participation rate | 97.0% | 67.1%+29.9pp | 77.2%+19.8pp | 69.5%+27.4pp |
| Annual return | 9.64% | 17.55%-7.9pp | 18.95%-9.3pp | 73.15%-63.5pp |
| Employer contribution / active EE | $2,274 | $1,816+25.2% | $3,785-39.9% | $2,343-2.9% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,929-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,895 | $3,548+319.8% | $5,974+149.3% | $4,645+220.6% |