Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,628 | $124,346-44.0% | $111,306-37.4% | $167,553-58.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 6.11% | 37.46%-31.3pp | 54.67%-48.6pp | 478.89%-472.8pp |
| Employer contribution / active EE | $5,000 | $3,438+45.5% | $2,732+83.0% | $4,840+3.3% |
| Participant deferral / active EE | $2,334 | $5,182-55.0% | $4,488-48.0% | $6,343-63.2% |
| Admin fee / account holder | $2,002 | $10,623-81.2% | $7,966-74.9% | $12,316-83.7% |