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 | $99,949 | $76,551+30.6% | $123,894-19.3% | $62,881+58.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 3.65% | 18.68%-15.0pp | 47.52%-43.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $15,602 | $4,840+222.4% | $5,984+160.7% | $3,203+387.1% |
| Admin fee / account holder | $5,288 | $4,826+9.6% | $8,357-36.7% | $4,296+23.1% |