Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,484 | $75,807-66.4% | $116,096-78.0% | $86,983-70.7% |
| Participation rate | 97.1% | 66.9%+30.2pp | 73.3%+23.7pp | 69.5%+27.5pp |
| Annual return | 9.92% | 18.57%-8.6pp | 326.25%-316.3pp | 25.83%-15.9pp |
| Employer contribution / active EE | $2,639 | $1,892+39.5% | $2,503+5.4% | $2,584+2.1% |
| Participant deferral / active EE | $3,021 | $3,212-5.9% | $3,952-23.6% | $4,194-28.0% |
| Admin fee / account holder | $10,891 | $6,659+63.6% | $7,704+41.4% | $7,856+38.6% |