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 | $124,201 | $93,589+32.7% | $135,942-8.6% | $75,181+65.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 13.32% | 30.90%-17.6pp | 68.28%-55.0pp | 160.69%-147.4pp |
| Employer contribution / active EE | $7,316 | $3,537+106.8% | $4,858+50.6% | $2,671+173.9% |
| Participant deferral / active EE | $9,728 | $6,405+51.9% | $7,759+25.4% | $4,126+135.8% |
| Admin fee / account holder | $3,766 | $6,977-46.0% | $10,764-65.0% | $5,650-33.3% |