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 | $170,962 | $181,062-5.6% | $158,223+8.1% | $155,188+10.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 2.07% | 57.39%-55.3pp | 52.09%-50.0pp | 148.84%-146.8pp |
| Employer contribution / active EE | $7,282 | $4,565+59.5% | $4,109+77.2% | $4,248+71.4% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,267 | $18,825-72.0% | $16,047-67.2% | $14,480-63.6% |