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 | $30,865 | $107,368-71.3% | $92,915-66.8% | $152,909-79.8% |
| Participation rate | 84.2% | 79.8%+4.4pp | 76.0%+8.2pp | 82.5%+1.8pp |
| Annual return | 10.37% | 145.64%-135.3pp | 109.45%-99.1pp | 345.46%-335.1pp |
| Employer contribution / active EE | $2,413 | $4,222-42.8% | $3,653-33.9% | $4,764-49.3% |
| Participant deferral / active EE | $4,273 | $4,848-11.9% | $4,238+0.8% | $5,851-27.0% |
| Admin fee / account holder | $864 | $7,082-87.8% | $5,796-85.1% | $11,601-92.6% |