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 | $84,887 | $91,559-7.3% | $133,971-36.6% | $79,852+6.3% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.1pp |
| Annual return | 0.81% | 61.85%-61.0pp | 45.09%-44.3pp | 31.72%-30.9pp |
| Employer contribution / active EE | $4,553 | $2,384+91.0% | $3,919+16.2% | $2,471+84.3% |
| Participant deferral / active EE | $5,218 | $3,734+39.7% | $5,047+3.4% | $3,740+39.5% |
| Admin fee / account holder | $1,472 | $6,321-76.7% | $8,929-83.5% | $5,306-72.3% |