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 | $111,681 | $102,422+9.0% | $147,117-24.1% | $80,959+37.9% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 11.07% | 135.16%-124.1pp | 420.54%-409.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $6,183 | $3,717+66.3% | $4,932+25.3% | $2,757+124.2% |
| Participant deferral / active EE | $3,896 | $6,652-41.4% | $8,065-51.7% | $4,300-9.4% |
| Admin fee / account holder | $2,574 | $7,953-67.6% | $12,993-80.2% | $6,925-62.8% |