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 | $51,448 | $53,127-3.2% | $86,597-40.6% | $70,131-26.6% |
| Participation rate | 82.5% | 65.3%+17.2pp | 73.5%+9.0pp | 69.5%+13.0pp |
| Annual return | 10.01% | 27.66%-17.7pp | 964.96%-954.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $4,110 | $2,068+98.7% | $2,840+44.8% | $2,342+75.5% |
| Participant deferral / active EE | $2,843 | $2,696+5.5% | $3,609-21.2% | $3,332-14.7% |
| Admin fee / account holder | $5,219 | $3,585+45.6% | $4,906+6.4% | $4,645+12.4% |