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 | $75,344 | $93,345-19.3% | $119,126-36.8% | $87,485-13.9% |
| Participation rate | 96.6% | 68.7%+27.8pp | 75.8%+20.8pp | 68.9%+27.6pp |
| Annual return | 9.80% | 19.08%-9.3pp | 282.11%-272.3pp | 26.06%-16.3pp |
| Employer contribution / active EE | $4,639 | $3,172+46.3% | $4,034+15.0% | $2,596+78.7% |
| Participant deferral / active EE | $3,477 | $4,099-15.2% | $5,318-34.6% | $4,274-18.7% |
| Admin fee / account holder | $1,493 | $8,039-81.4% | $10,693-86.0% | $7,775-80.8% |