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 | $130,509 | $80,985+61.2% | $96,576+35.1% | $75,181+73.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 9.71% | 27.05%-17.3pp | 25.87%-16.2pp | 160.69%-151.0pp |
| Employer contribution / active EE | $2,998 | $2,282+31.4% | $2,965+1.1% | $2,671+12.3% |
| Participant deferral / active EE | $6,851 | $3,929+74.4% | $4,851+41.2% | $4,126+66.1% |
| Admin fee / account holder | $36,685 | $6,719+446.0% | $8,253+344.5% | $5,650+549.3% |