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 | $109,181 | $95,453+14.4% | $112,040-2.6% | $82,448+32.4% |
| Participation rate | 73.0% | 72.8%+0.2pp | 76.5%-3.5pp | 68.1%+4.9pp |
| Annual return | 10.56% | 23.92%-13.4pp | 24.52%-14.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $2,795 | $2,318+20.6% | $2,954-5.4% | $2,551+9.6% |
| Participant deferral / active EE | $6,319 | $4,224+49.6% | $5,098+24.0% | $4,139+52.7% |
| Admin fee / account holder | $6,432 | $9,013-28.6% | $12,098-46.8% | $7,234-11.1% |