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 | $138,406 | $87,132+58.8% | $105,624+31.0% | $80,959+71.0% |
| Participation rate | 77.1% | 70.4%+6.7pp | 75.3%+1.9pp | 67.7%+9.5pp |
| Annual return | 7.42% | 17.03%-9.6pp | 116.20%-108.8pp | 35.67%-28.3pp |
| Employer contribution / active EE | $3,204 | $2,397+33.7% | $3,168+1.1% | $2,757+16.2% |
| Participant deferral / active EE | $5,319 | $3,985+33.5% | $5,013+6.1% | $4,300+23.7% |
| Admin fee / account holder | $39,095 | $8,449+362.7% | $10,961+256.7% | $6,925+464.5% |