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 | $177,726 | $85,766+107.2% | $136,298+30.4% | $70,126+153.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.89% | 31.46%-18.6pp | 5156.27%-5143.4pp | 73.15%-60.3pp |
| Employer contribution / active EE | $8,781 | $2,966+196.1% | $4,696+87.0% | $2,343+274.9% |
| Participant deferral / active EE | $9,687 | $5,051+91.8% | $6,247+55.1% | $3,332+190.7% |
| Admin fee / account holder | $62,476 | $5,421+1052.6% | $9,244+575.9% | $4,645+1244.9% |