Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $159,339 | $110,307+44.5% | $96,576+65.0% | $139,456+14.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 7.31% | 26.40%-19.1pp | 25.87%-18.6pp | 373.45%-366.1pp |
| Employer contribution / active EE | $14,604 | $3,619+303.5% | $2,965+392.6% | $4,753+207.3% |
| Participant deferral / active EE | $10,491 | $5,547+89.1% | $4,851+116.3% | $6,711+56.3% |
| Admin fee / account holder | $1,067 | $11,597-90.8% | $8,253-87.1% | $11,407-90.6% |