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 | $97,912 | $109,967-11.0% | $97,197+0.7% | $145,877-32.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 7.64% | 244.27%-236.6pp | 75.47%-67.8pp | 551.28%-543.6pp |
| Employer contribution / active EE | $1,951 | $3,077-36.6% | $2,723-28.4% | $4,663-58.2% |
| Participant deferral / active EE | $8,736 | $4,676+86.8% | $4,263+104.9% | $6,691+30.6% |
| Admin fee / account holder | $3,430 | $6,199-44.7% | $5,637-39.2% | $13,402-74.4% |