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 | $75,988 | $54,541+39.3% | $78,778-3.5% | $70,126+8.4% |
| Participation rate | 96.4% | 60.8%+35.6pp | 69.2%+27.2pp | 69.5%+26.9pp |
| Annual return | 6.21% | 21.07%-14.9pp | 35.62%-29.4pp | 73.15%-66.9pp |
| Employer contribution / active EE | $2,679 | $1,089+146.1% | $1,986+34.9% | $2,343+14.3% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,301 | $3,709-64.9% | $5,134-74.7% | $4,645-72.0% |