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 | $119,156 | $47,479+151.0% | $62,929+89.4% | $82,448+44.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 9.90% | 20.34%-10.4pp | 1063.93%-1054.0pp | 41.64%-31.7pp |
| Employer contribution / active EE | $9,615 | $1,885+410.0% | $2,505+283.9% | $2,551+276.9% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,036 | $3,804+137.6% | $5,065+78.4% | $7,234+24.9% |