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 | $132,408 | $50,554+161.9% | $67,681+95.6% | $87,485+51.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.52% | 17.81%-7.3pp | 590.58%-580.1pp | 26.06%-15.5pp |
| Employer contribution / active EE | $2,633 | $1,988+32.4% | $2,678-1.7% | $2,596+1.4% |
| Participant deferral / active EE | $4,310 | $2,961+45.5% | $3,976+8.4% | $4,274+0.8% |
| Admin fee / account holder | $7,228 | $4,132+74.9% | $6,100+18.5% | $7,775-7.0% |