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 | $184,916 | $81,487+126.9% | $102,412+80.6% | $80,935+128.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.18% | 25.60%-15.4pp | 24.94%-14.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,400 | $3,103-54.9% | $3,870-63.8% | $2,757-49.2% |
| Participant deferral / active EE | $12,669 | $3,871+227.3% | $5,060+150.4% | $4,299+194.7% |
| Admin fee / account holder | $42,597 | $6,717+534.1% | $8,388+407.9% | $6,924+515.2% |