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 | $126,677 | $183,516-31.0% | $155,534-18.6% | $145,884-13.2% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 8.19% | 61.43%-53.2pp | 64.92%-56.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $5,945 | $5,315+11.9% | $4,675+27.2% | $4,662+27.5% |
| Participant deferral / active EE | $5,701 | $6,467-11.8% | $5,630+1.3% | $6,690-14.8% |
| Admin fee / account holder | $81,262 | $19,293+321.2% | $15,900+411.1% | $13,392+506.8% |