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 | $72,518 | $155,555-53.4% | $146,866-50.6% | $155,188-53.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 9.28% | 115.41%-106.1pp | 102.85%-93.6pp | 148.84%-139.6pp |
| Employer contribution / active EE | $3,078 | $4,647-33.8% | $4,425-30.4% | $4,248-27.5% |
| Participant deferral / active EE | $11,793 | $8,044+46.6% | $7,759+52.0% | $6,531+80.6% |
| Admin fee / account holder | $58,089 | $14,755+293.7% | $13,620+326.5% | $14,480+301.2% |