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 | $223,543 | $108,882+105.3% | $96,754+131.0% | $154,746+44.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 8.02% | 98.39%-90.4pp | 82.04%-74.0pp | 172.34%-164.3pp |
| Employer contribution / active EE | $13,333 | $3,018+341.8% | $2,679+397.7% | $4,379+204.5% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $919,715 | $10,200+8916.5% | $8,905+10228.4% | $14,365+6302.4% |