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 | $60,116 | $106,247-43.4% | $96,515-37.7% | $139,466-56.9% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.1pp |
| Annual return | 7.02% | 38.47%-31.4pp | 35.73%-28.7pp | 373.66%-366.6pp |
| Employer contribution / active EE | $925 | $4,106-77.5% | $3,740-75.3% | $4,754-80.5% |
| Participant deferral / active EE | $3,853 | $5,456-29.4% | $4,880-21.0% | $6,712-42.6% |
| Admin fee / account holder | $8,101 | $7,885+2.7% | $6,735+20.3% | $11,409-29.0% |