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 | $125,992 | $81,358+54.9% | $155,556-19.0% | $80,959+55.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 8.26% | 33.39%-25.1pp | 64.84%-56.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $12,778 | $3,106+311.3% | $4,675+173.3% | $2,757+363.4% |
| Participant deferral / active EE | $6,623 | $3,455+91.7% | $5,631+17.6% | $4,300+54.0% |
| Admin fee / account holder | $78,172 | $7,994+877.9% | $15,885+392.1% | $6,925+1028.8% |