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 | $112,463 | $99,011+13.6% | $86,582+29.9% | $147,586-23.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.17% | 1312.75%-1304.6pp | 965.08%-956.9pp | 578.59%-570.4pp |
| Employer contribution / active EE | $2,153 | $3,132-31.3% | $2,839-24.2% | $4,876-55.9% |
| Participant deferral / active EE | $4,178 | $3,972+5.2% | $3,609+15.8% | $5,439-23.2% |
| Admin fee / account holder | $3,621 | $5,709-36.6% | $4,904-26.2% | $10,886-66.7% |