Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,615 | $87,059-53.3% | $105,608-61.5% | $80,925-49.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 7.23% | 17.05%-9.8pp | 116.50%-109.3pp | 35.65%-28.4pp |
| Employer contribution / active EE | $5,936 | $2,396+147.7% | $3,167+87.4% | $2,756+115.4% |
| Participant deferral / active EE | $5,119 | $3,986+28.4% | $5,010+2.2% | $4,299+19.1% |
| Admin fee / account holder | $8,910 | $8,443+5.5% | $11,028-19.2% | $6,940+28.4% |