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 | $38,795 | $48,284-19.7% | $67,524-42.5% | $80,911-52.1% |
| Participation rate | 71.9% | 66.4%+5.5pp | 72.9%-1.0pp | 67.6%+4.2pp |
| Annual return | 9.47% | 18.27%-8.8pp | 3519.41%-3509.9pp | 35.63%-26.2pp |
| Employer contribution / active EE | $1,685 | $2,021-16.6% | $2,734-38.4% | $2,756-38.9% |
| Participant deferral / active EE | $3,135 | $2,927+7.1% | $4,001-21.7% | $4,297-27.1% |
| Admin fee / account holder | $1,108 | $3,688-70.0% | $4,001-72.3% | $6,935-84.0% |