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 | $153,012 | $110,337+38.7% | $102,383+49.5% | $145,877+4.9% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 8.12% | 24.83%-16.7pp | 24.94%-16.8pp | 551.28%-543.2pp |
| Employer contribution / active EE | $3,949 | $4,216-6.3% | $3,870+2.0% | $4,663-15.3% |
| Participant deferral / active EE | $7,042 | $5,621+25.3% | $5,060+39.2% | $6,691+5.3% |
| Admin fee / account holder | $16,455 | $9,750+68.8% | $8,391+96.1% | $13,402+22.8% |