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 | $55,364 | $79,894-30.7% | $135,792-59.2% | $82,637-33.0% |
| Participation rate | 81.8% | 63.0%+18.8pp | 72.6%+9.2pp | 68.1%+13.8pp |
| Annual return | 9.34% | 17.20%-7.9pp | 25.96%-16.6pp | 53.51%-44.2pp |
| Employer contribution / active EE | $1,647 | $2,165-23.9% | $3,496-52.9% | $2,552-35.5% |
| Participant deferral / active EE | $1,859 | $3,194-41.8% | $4,759-60.9% | $4,126-55.0% |
| Admin fee / account holder | $7,256 | $6,434+12.8% | $12,266-40.8% | $7,339-1.1% |