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 | $177,837 | $84,236+111.1% | $170,435+4.3% | $70,126+153.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.82% | 23.06%-11.2pp | 205.94%-194.1pp | 73.15%-61.3pp |
| Employer contribution / active EE | $2,250 | $3,387-33.6% | $5,432-58.6% | $2,343-3.9% |
| Participant deferral / active EE | $3,740 | $3,086+21.2% | $4,939-24.3% | $3,332+12.2% |
| Admin fee / account holder | $11,482 | $5,698+101.5% | $13,881-17.3% | $4,645+147.2% |