Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,972 | $148,623-61.0% | $135,974-57.4% | $139,466-58.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.50% | 79.30%-71.8pp | 68.30%-60.8pp | 373.66%-366.2pp |
| Employer contribution / active EE | $7,500 | $5,246+43.0% | $4,859+54.4% | $4,754+57.8% |
| Participant deferral / active EE | $2,677 | $8,103-67.0% | $7,760-65.5% | $6,712-60.1% |
| Admin fee / account holder | $52,084 | $12,406+319.8% | $10,767+383.8% | $11,409+356.5% |