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 | $176,559 | $157,276+12.3% | $141,177+25.1% | $152,885+15.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 11.67% | 64.33%-52.7pp | 71.40%-59.7pp | 345.39%-333.7pp |
| Employer contribution / active EE | $1,707 | $5,262-67.6% | $4,736-64.0% | $4,763-64.2% |
| Participant deferral / active EE | $8,704 | $7,110+22.4% | $6,710+29.7% | $5,851+48.8% |
| Admin fee / account holder | $12,403 | $12,123+2.3% | $10,263+20.9% | $11,598+6.9% |