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 | $199,833 | $72,273+176.5% | $101,275+97.3% | $79,856+150.2% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.8%+22.2pp | 69.6%+28.4pp |
| Annual return | 6.76% | 22.30%-15.5pp | 46.48%-39.7pp | 31.71%-25.0pp |
| Employer contribution / active EE | $7,771 | $2,691+188.8% | $3,660+112.3% | $2,471+214.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $14,990 | $4,401+240.6% | $5,948+152.0% | $5,306+182.5% |