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 | $234,331 | $73,107+220.5% | $114,563+104.5% | $87,485+167.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.9%+27.1pp | 68.9%+31.1pp |
| Annual return | 4.05% | 19.47%-15.4pp | 241.09%-237.0pp | 26.06%-22.0pp |
| Employer contribution / active EE | $19,943 | $1,881+960.2% | $2,592+669.4% | $2,596+668.2% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,142-100.0% | $4,274-100.0% |
| Admin fee / account holder | $12,422 | $5,770+115.3% | $7,623+62.9% | $7,775+59.8% |