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 | $107,694 | $202,345-46.8% | $172,755-37.7% | $152,885-29.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.79% | 1029.77%-1025.0pp | 802.94%-798.1pp | 345.39%-340.6pp |
| Employer contribution / active EE | $26,383 | $5,858+350.4% | $5,144+412.9% | $4,763+453.9% |
| Participant deferral / active EE | $23,561 | $5,948+296.1% | $5,198+353.3% | $5,851+302.7% |
| Admin fee / account holder | $336,481 | $17,111+1866.5% | $13,955+2311.2% | $11,598+2801.2% |