Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $115,829 | $101,618+14.0% | $93,063+24.5% | $137,256-15.6% |
| Participation rate | 88.9% | 74.9%+14.0pp | 72.1%+16.8pp | 80.0%+8.9pp |
| Annual return | 10.19% | 223.95%-213.8pp | 34.15%-24.0pp | 220.34%-210.1pp |
| Employer contribution / active EE | $14,720 | $2,707+443.8% | $2,476+494.5% | $4,156+254.2% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $642 | $6,198-89.6% | $6,033-89.4% | $12,270-94.8% |