Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $171,074 | $129,737+31.9% | $119,126+43.6% | $154,746+10.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.40% | 379.08%-370.7pp | 282.11%-273.7pp | 172.34%-163.9pp |
| Employer contribution / active EE | $7,005 | $4,375+60.1% | $4,034+73.7% | $4,379+60.0% |
| Participant deferral / active EE | $14,553 | $5,842+149.1% | $5,318+173.7% | $6,730+116.2% |
| Admin fee / account holder | $2,939 | $11,961-75.4% | $10,693-72.5% | $14,365-79.5% |