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 | $65,576 | $183,516-64.3% | $155,534-57.8% | $145,884-55.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.17% | 61.43%-55.3pp | 64.92%-58.7pp | 551.85%-545.7pp |
| Employer contribution / active EE | $6,228 | $5,315+17.2% | $4,675+33.2% | $4,662+33.6% |
| Participant deferral / active EE | $5,750 | $6,467-11.1% | $5,630+2.1% | $6,690-14.0% |
| Admin fee / account holder | $543 | $19,293-97.2% | $15,900-96.6% | $13,392-95.9% |