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 | $77,430 | $107,941-28.3% | $91,994-15.8% | $152,897-49.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 5.85% | 89.28%-83.4pp | 69.04%-63.2pp | 345.43%-339.6pp |
| Employer contribution / active EE | $11,172 | $4,212+165.3% | $3,453+223.6% | $4,764+134.5% |
| Participant deferral / active EE | $7,451 | $6,366+17.1% | $5,924+25.8% | $5,851+27.3% |
| Admin fee / account holder | $2,134 | $10,521-79.7% | $7,744-72.4% | $11,599-81.6% |