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 | $27,531 | $162,967-83.1% | $135,792-79.7% | $138,895-80.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 7.15% | 30.08%-22.9pp | 25.96%-18.8pp | 145.39%-138.2pp |
| Employer contribution / active EE | $4,397 | $4,211+4.4% | $3,496+25.8% | $4,194+4.8% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $25,905 | $15,306+69.2% | $12,266+111.2% | $12,562+106.2% |