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 | $210,564 | $117,859+78.7% | $102,438+105.6% | $145,959+44.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.93% | 31.72%-25.8pp | 29.37%-23.4pp | 561.95%-556.0pp |
| Employer contribution / active EE | $7,800 | $3,615+115.8% | $3,024+158.0% | $4,661+67.4% |
| Participant deferral / active EE | $30,000 | $5,732+423.4% | $5,054+493.6% | $6,689+348.5% |
| Admin fee / account holder | $1,737 | $13,318-87.0% | $9,448-81.6% | $13,398-87.0% |