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 | $234,685 | $131,835+78.0% | $108,582+116.1% | $273,972-14.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.78% | -91.57%+92.4pp | -51.70%+52.5pp | 41.46%-40.7pp |
| Employer contribution / active EE | $4,112 | $4,913-16.3% | $3,758+9.4% | $4,869-15.5% |
| Participant deferral / active EE | $13,973 | $5,127+172.5% | $4,311+224.1% | $5,287+164.3% |
| Admin fee / account holder | $272,333 | $10,253+2556.3% | $7,645+3462.2% | $10,133+2587.7% |