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 | $22,755 | $148,582-84.7% | $135,942-83.3% | $139,456-83.7% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 10.69% | 79.26%-68.6pp | 68.28%-57.6pp | 373.45%-362.8pp |
| Employer contribution / active EE | $2,335 | $5,245-55.5% | $4,858-51.9% | $4,753-50.9% |
| Participant deferral / active EE | $3,735 | $8,101-53.9% | $7,759-51.9% | $6,711-44.3% |
| Admin fee / account holder | $1,522 | $12,402-87.7% | $10,764-85.9% | $11,407-86.7% |