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 | $182,634 | $106,749+71.1% | $145,433+25.6% | $82,448+121.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.74% | 27.59%-16.8pp | 66.58%-55.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $3,854 | $3,444+11.9% | $4,554-15.4% | $2,551+51.1% |
| Participant deferral / active EE | $8,952 | $6,519+37.3% | $7,897+13.4% | $4,139+116.3% |
| Admin fee / account holder | $588 | $8,390-93.0% | $13,129-95.5% | $7,234-91.9% |