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 | $128,013 | $157,304-18.6% | $141,197-9.3% | $152,909-16.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 1.68% | 64.34%-62.7pp | 71.41%-69.7pp | 345.46%-343.8pp |
| Employer contribution / active EE | $9,448 | $5,263+79.5% | $4,736+99.5% | $4,764+98.3% |
| Participant deferral / active EE | $3,199 | $7,111-55.0% | $6,710-52.3% | $5,851-45.3% |
| Admin fee / account holder | $2,904 | $12,126-76.0% | $10,265-71.7% | $11,601-75.0% |