Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $104,890 | $58,828+78.3% | $78,002+34.5% | $62,881+66.8% |
| Participation rate | 96.8% | 71.1%+25.7pp | 75.5%+21.2pp | 69.3%+27.5pp |
| Annual return | -2.03% | 17.16%-19.2pp | 425.99%-428.0pp | 20.14%-22.2pp |
| Employer contribution / active EE | $4,770 | $1,672+185.4% | $2,470+93.1% | $2,281+109.1% |
| Participant deferral / active EE | $2,719 | $2,686+1.2% | $3,497-22.3% | $3,203-15.1% |
| Admin fee / account holder | $653 | $4,393-85.1% | $5,481-88.1% | $4,296-84.8% |