Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $109,067 | $81,504+33.8% | $102,437+6.5% | $80,959+34.7% |
| Participation rate | 94.0% | 66.9%+27.1pp | 74.5%+19.5pp | 67.7%+26.3pp |
| Annual return | -2.19% | 25.60%-27.8pp | 24.95%-27.1pp | 35.67%-37.9pp |
| Employer contribution / active EE | $8,280 | $3,104+166.8% | $3,871+113.9% | $2,757+200.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,042 | $6,719-54.7% | $8,388-63.7% | $6,925-56.1% |