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 | $228,727 | $116,462+96.4% | $477,111-52.1% | $116,462+96.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 88.9%+11.1pp | 74.7%+25.3pp |
| Annual return | 11.42% | 15.65%-4.2pp | 101.90%-90.5pp | 15.65%-4.2pp |
| Employer contribution / active EE | $2,658 | $3,231-17.7% | $8,708-69.5% | $3,231-17.7% |
| Participant deferral / active EE | $5,501 | $3,836+43.4% | $7,539-27.0% | $3,836+43.4% |
| Admin fee / account holder | $39,109 | $12,754+206.6% | $42,132-7.2% | $12,754+206.6% |