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 | $120,176 | $70,121+71.4% | $63,803+88.4% | $138,895-13.5% |
| Participation rate | 80.0% | 77.2%+2.8pp | 72.7%+7.3pp | 79.9%+0.1pp |
| Annual return | 10.39% | 946.48%-936.1pp | 543.72%-533.3pp | 145.39%-135.0pp |
| Employer contribution / active EE | $14,814 | $2,882+414.0% | $2,532+485.0% | $4,194+253.2% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,609 | $6,738-46.4% | $5,196-30.5% | $12,562-71.3% |