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 | $191,687 | $183,592+4.4% | $155,567+23.2% | $145,959+31.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.95% | 61.24%-53.3pp | 64.74%-56.8pp | 561.95%-554.0pp |
| Employer contribution / active EE | $14,556 | $5,315+173.9% | $4,674+211.4% | $4,661+212.3% |
| Participant deferral / active EE | $7,819 | $6,464+21.0% | $5,628+38.9% | $6,689+16.9% |
| Admin fee / account holder | $69,651 | $19,318+260.5% | $15,916+337.6% | $13,398+419.9% |