Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $60,256 | $125,797-52.1% | $170,043-64.6% | $75,173-19.8% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.0%+7.3pp | 67.2%+27.1pp |
| Annual return | 12.89% | 27.20%-14.3pp | 53.40%-40.5pp | 160.72%-147.8pp |
| Employer contribution / active EE | $2,866 | $4,616-37.9% | $6,790-57.8% | $2,671+7.3% |
| Participant deferral / active EE | $7,055 | $6,838+3.2% | $10,410-32.2% | $4,126+71.0% |
| Admin fee / account holder | $4,523 | $8,177-44.7% | $12,824-64.7% | $5,651-19.9% |