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 | $188,092 | $81,358+131.2% | $155,556+20.9% | $80,959+132.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 6.76% | 33.39%-26.6pp | 64.84%-58.1pp | 35.67%-28.9pp |
| Employer contribution / active EE | $4,869 | $3,106+56.7% | $4,675+4.1% | $2,757+76.6% |
| Participant deferral / active EE | $7,669 | $3,455+121.9% | $5,631+36.2% | $4,300+78.3% |
| Admin fee / account holder | $10,363 | $7,994+29.6% | $15,885-34.8% | $6,925+49.6% |