Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $129,428 | $124,425+4.0% | $112,040+15.5% | $137,256-5.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 3.71% | 24.72%-21.0pp | 24.52%-20.8pp | 220.34%-216.6pp |
| Employer contribution / active EE | $6,075 | $3,411+78.1% | $2,954+105.6% | $4,156+46.2% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,725 | $15,207-49.2% | $12,098-36.1% | $12,270-37.0% |