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 | $205,001 | $106,524+92.4% | $152,301+34.6% | $87,485+134.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 13.33% | 26.89%-13.6pp | 80.50%-67.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $8,480 | $3,371+151.5% | $4,624+83.4% | $2,596+226.6% |
| Participant deferral / active EE | $3,478 | $6,525-46.7% | $8,004-56.5% | $4,274-18.6% |
| Admin fee / account holder | $5,044 | $8,287-39.1% | $14,398-65.0% | $7,775-35.1% |