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 | $208,013 | $76,551+171.7% | $123,894+67.9% | $62,881+230.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.65% | 18.68%-13.0pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $10,414 | $2,882+261.3% | $4,617+125.6% | $2,281+356.6% |
| Participant deferral / active EE | $5,721 | $4,840+18.2% | $5,984-4.4% | $3,203+78.6% |
| Admin fee / account holder | $3,305 | $4,826-31.5% | $8,357-60.4% | $4,296-23.1% |