Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $84,001 | $115,225-27.1% | $100,712-16.6% | $138,895-39.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 6.14% | 40.35%-34.2pp | 33.27%-27.1pp | 145.39%-139.3pp |
| Employer contribution / active EE | $1,697 | $2,771-38.7% | $2,313-26.6% | $4,194-59.5% |
| Participant deferral / active EE | $6,705 | $4,699+42.7% | $4,085+64.1% | $6,396+4.8% |
| Admin fee / account holder | $89,176 | $10,844+722.4% | $9,256+863.4% | $12,562+609.9% |