Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $101,681 | $77,164+31.8% | $178,014-42.9% | $80,874+25.7% |
| Participation rate | 79.3% | 65.7%+13.6pp | 77.1%+2.2pp | 67.6%+11.7pp |
| Annual return | 10.47% | 18.09%-7.6pp | 294.80%-284.3pp | 35.62%-25.1pp |
| Employer contribution / active EE | $796 | $2,288-65.2% | $3,950-79.8% | $2,756-71.1% |
| Participant deferral / active EE | $7,762 | $4,408+76.1% | $6,276+23.7% | $4,297+80.7% |
| Admin fee / account holder | $22,853 | $7,164+219.0% | $10,362+120.6% | $6,935+229.5% |