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 | $210,991 | $166,020+27.1% | $164,866+28.0% | $145,959+44.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.79% | 100.08%-95.3pp | 69.97%-65.2pp | 561.95%-557.2pp |
| Employer contribution / active EE | $4,031 | $5,275-23.6% | $4,343-7.2% | $4,661-13.5% |
| Participant deferral / active EE | $9,274 | $6,961+33.2% | $6,033+53.7% | $6,689+38.6% |
| Admin fee / account holder | $85,104 | $16,644+411.3% | $12,689+570.7% | $13,398+535.2% |