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 | $100,527 | $198,457-49.3% | $170,435-41.0% | $147,586-31.9% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 7.81% | 257.30%-249.5pp | 205.94%-198.1pp | 578.59%-570.8pp |
| Employer contribution / active EE | $2,717 | $6,183-56.1% | $5,432-50.0% | $4,876-44.3% |
| Participant deferral / active EE | $7,775 | $5,629+38.1% | $4,939+57.4% | $5,439+43.0% |
| Admin fee / account holder | $7,019 | $16,852-58.4% | $13,881-49.4% | $10,886-35.5% |