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 | $40,159 | $67,411-40.4% | $91,004-55.9% | $70,126-42.7% |
| Participation rate | 84.6% | 71.4%+13.3pp | 75.6%+9.0pp | 69.5%+15.1pp |
| Annual return | 11.65% | -40.16%+51.8pp | 4.60%+7.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $3,077 | $1,786+72.3% | $2,456+25.3% | $2,343+31.4% |
| Participant deferral / active EE | $2,868 | $2,823+1.6% | $3,548-19.2% | $3,332-13.9% |
| Admin fee / account holder | $488 | $4,236-88.5% | $5,417-91.0% | $4,645-89.5% |