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 | $146,192 | $202,326-27.7% | $172,745-15.4% | $152,870-4.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 4.07% | 1029.72%-1025.7pp | 802.90%-798.8pp | 345.34%-341.3pp |
| Employer contribution / active EE | $10,833 | $5,858+84.9% | $5,144+110.6% | $4,763+127.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $64,297 | $17,110+275.8% | $13,954+360.8% | $11,597+454.5% |