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 | $114,548 | $111,830+2.4% | $93,696+22.3% | $145,884-21.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.22% | 204.08%-197.9pp | 133.74%-127.5pp | 551.85%-545.6pp |
| Employer contribution / active EE | $2,085 | $3,093-32.6% | $2,422-13.9% | $4,662-55.3% |
| Participant deferral / active EE | $1,343 | $4,920-72.7% | $4,417-69.6% | $6,690-79.9% |
| Admin fee / account holder | $6,156 | $10,249-39.9% | $8,287-25.7% | $13,392-54.0% |