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 | $181,808 | $165,399+9.9% | $149,745+21.4% | $158,982+14.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.59% | 348.34%-343.7pp | 276.72%-272.1pp | 302.99%-298.4pp |
| Employer contribution / active EE | $6,463 | $5,105+26.6% | $4,646+39.1% | $4,763+35.7% |
| Participant deferral / active EE | $9,391 | $7,183+30.7% | $6,843+37.2% | $5,983+56.9% |
| Admin fee / account holder | $2,305 | $10,811-78.7% | $9,312-75.2% | $11,252-79.5% |