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 | $199,758 | $75,541+164.4% | $152,093+31.3% | $82,637+141.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.24% | 32.56%-22.3pp | 66.36%-56.1pp | 53.51%-43.3pp |
| Employer contribution / active EE | $8,271 | $2,622+215.4% | $4,175+98.1% | $2,552+224.1% |
| Participant deferral / active EE | $5,663 | $3,206+76.7% | $5,451+3.9% | $4,126+37.3% |
| Admin fee / account holder | $3,159 | $6,405-50.7% | $14,497-78.2% | $7,339-57.0% |