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 | $125,125 | $154,228-18.9% | $145,433-14.0% | $137,256-8.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.16% | 74.59%-68.4pp | 66.58%-60.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $11,547 | $4,804+140.4% | $4,554+153.5% | $4,156+177.8% |
| Participant deferral / active EE | $8,626 | $8,216+5.0% | $7,897+9.2% | $6,407+34.6% |
| Admin fee / account holder | $29,389 | $14,344+104.9% | $13,129+123.8% | $12,270+139.5% |