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 | $65,453 | $67,602-3.2% | $82,312-20.5% | $70,126-6.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 9.22% | 21.57%-12.3pp | 25.88%-16.7pp | 73.15%-63.9pp |
| Employer contribution / active EE | $7,030 | $1,755+300.6% | $2,428+189.5% | $2,343+200.1% |
| Participant deferral / active EE | $3,358 | $2,987+12.4% | $3,706-9.4% | $3,332+0.8% |
| Admin fee / account holder | $2,816 | $4,512-37.6% | $5,608-49.8% | $4,645-39.4% |