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 | $71,771 | $160,028-55.2% | $147,080-51.2% | $145,884-50.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.80% | 98.60%-89.8pp | 420.17%-411.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $6,233 | $5,286+17.9% | $4,933+26.3% | $4,662+33.7% |
| Participant deferral / active EE | $3,057 | $8,422-63.7% | $8,066-62.1% | $6,690-54.3% |
| Admin fee / account holder | $849 | $15,030-94.4% | $12,989-93.5% | $13,392-93.7% |