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 | $193,319 | $176,831+9.3% | $146,674+31.8% | $167,497+15.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.86% | 24.04%-16.2pp | 22.75%-14.9pp | 478.62%-470.8pp |
| Employer contribution / active EE | $20,256 | $5,161+292.5% | $4,137+389.7% | $4,838+318.7% |
| Participant deferral / active EE | $11,564 | $6,440+79.6% | $5,506+110.0% | $6,341+82.4% |
| Admin fee / account holder | $5,497 | $13,261-58.6% | $10,280-46.5% | $12,310-55.3% |