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 | $84,962 | $70,435+20.6% | $96,575-12.0% | $85,856-1.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 5.38% | 18.59%-13.2pp | 37.79%-32.4pp | 318.58%-313.2pp |
| Employer contribution / active EE | $1,379 | $1,413-2.4% | $2,357-41.5% | $2,565-46.2% |
| Participant deferral / active EE | $3,141 | $2,894+8.5% | $3,849-18.4% | $3,952-20.5% |
| Admin fee / account holder | $2,134 | $4,997-57.3% | $6,182-65.5% | $6,261-65.9% |