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 | $147,773 | $81,487+81.3% | $102,412+44.3% | $80,935+82.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.10% | 25.60%-17.5pp | 24.94%-16.8pp | 35.66%-27.6pp |
| Employer contribution / active EE | $19,231 | $3,103+519.8% | $3,870+396.9% | $2,757+597.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $13,420 | $6,717+99.8% | $8,388+60.0% | $6,924+93.8% |