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 | $77,799 | $162,821-52.2% | $133,978-41.9% | $158,982-51.1% |
| Participation rate | 85.0% | 83.2%+1.8pp | 79.8%+5.2pp | 82.0%+3.0pp |
| Annual return | 4.11% | 41.95%-37.8pp | 45.10%-41.0pp | 302.99%-298.9pp |
| Employer contribution / active EE | $5,941 | $4,976+19.4% | $3,919+51.6% | $4,763+24.7% |
| Participant deferral / active EE | $6,783 | $5,910+14.8% | $5,047+34.4% | $5,983+13.4% |
| Admin fee / account holder | $56,232 | $11,742+378.9% | $8,930+529.7% | $11,252+399.8% |