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 | $146,123 | $180,749-19.2% | $160,784-9.1% | $137,256+6.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 3.02% | 2234.46%-2231.4pp | 1803.92%-1800.9pp | 220.34%-217.3pp |
| Employer contribution / active EE | $31,400 | $4,155+655.7% | $3,733+741.2% | $4,156+655.5% |
| Participant deferral / active EE | $8,460 | $6,844+23.6% | $6,293+34.4% | $6,407+32.0% |
| Admin fee / account holder | $144,034 | $10,397+1285.4% | $9,717+1382.3% | $12,270+1073.9% |