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 | $160,735 | $176,120-8.7% | $159,487+0.8% | $167,553-4.1% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 0.66% | 331.95%-331.3pp | 263.71%-263.0pp | 478.89%-478.2pp |
| Employer contribution / active EE | $19,665 | $5,299+271.1% | $4,831+307.0% | $4,840+306.3% |
| Participant deferral / active EE | $11,195 | $7,752+44.4% | $7,354+52.2% | $6,343+76.5% |
| Admin fee / account holder | $17,517 | $12,561+39.5% | $10,804+62.1% | $12,316+42.2% |