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 | $160,748 | $117,846+36.4% | $102,434+56.9% | $145,884+10.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.11% | 31.90%-25.8pp | 29.46%-23.3pp | 551.85%-545.7pp |
| Employer contribution / active EE | $19,834 | $3,615+448.7% | $3,023+556.1% | $4,662+325.4% |
| Participant deferral / active EE | $12,145 | $5,733+111.8% | $5,055+140.3% | $6,690+81.5% |
| Admin fee / account holder | $85,949 | $13,356+543.5% | $9,462+808.4% | $13,392+541.8% |