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 | $114,956 | $101,063+13.7% | $81,473+41.1% | $147,586-22.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 6.77% | 32.41%-25.6pp | 38.78%-32.0pp | 578.59%-571.8pp |
| Employer contribution / active EE | $15,497 | $3,206+383.5% | $2,568+503.5% | $4,876+217.8% |
| Participant deferral / active EE | $11,228 | $4,242+164.7% | $3,537+217.4% | $5,439+106.4% |
| Admin fee / account holder | $2,405 | $5,812-58.6% | $4,561-47.3% | $10,886-77.9% |