Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,106 | $98,240-31.7% | $82,312-18.5% | $147,586-54.5% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 4.48% | 30.85%-26.4pp | 25.88%-21.4pp | 578.59%-574.1pp |
| Employer contribution / active EE | $26,483 | $3,192+729.8% | $2,428+990.6% | $4,876+443.1% |
| Participant deferral / active EE | $3,475 | $4,383-20.7% | $3,706-6.2% | $5,439-36.1% |
| Admin fee / account holder | $506 | $8,563-94.1% | $5,608-91.0% | $10,886-95.3% |