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 | $176,912 | $72,071+145.5% | $68,368+158.8% | $137,256+28.9% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.0%+8.3pp |
| Annual return | 10.37% | 353.14%-342.8pp | 292.57%-282.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $4,132 | $2,788+48.2% | $2,649+56.0% | $4,156-0.6% |
| Participant deferral / active EE | $7,416 | $4,410+68.2% | $4,123+79.9% | $6,407+15.8% |
| Admin fee / account holder | $62,981 | $5,336+1080.4% | $5,150+1123.0% | $12,270+413.3% |