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 | $115,432 | $63,809+80.9% | $81,353+41.9% | $80,935+42.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 7.94% | 16.37%-8.4pp | 24.82%-16.9pp | 35.66%-27.7pp |
| Employer contribution / active EE | $7,215 | $1,981+264.3% | $2,464+192.8% | $2,757+161.7% |
| Participant deferral / active EE | $8,337 | $3,093+169.5% | $3,885+114.6% | $4,299+93.9% |
| Admin fee / account holder | $888 | $5,686-84.4% | $5,766-84.6% | $6,924-87.2% |