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 | $191,665 | $77,574+147.1% | $108,753+76.2% | $86,983+120.3% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 11.55% | 18.42%-6.9pp | 37.47%-25.9pp | 25.83%-14.3pp |
| Employer contribution / active EE | $11,140 | $1,611+591.7% | $2,427+359.1% | $2,584+331.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $818 | $6,529-87.5% | $10,320-92.1% | $7,856-89.6% |