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 | $106,701 | $69,230+54.1% | $64,085+66.5% | $139,427-23.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.51% | 45.89%-36.4pp | 33.69%-24.2pp | 373.27%-363.8pp |
| Employer contribution / active EE | $4,119 | $3,182+29.4% | $2,747+49.9% | $4,752-13.3% |
| Participant deferral / active EE | $7,212 | $4,681+54.1% | $3,881+85.8% | $6,711+7.5% |
| Admin fee / account holder | $1,520 | $4,246-64.2% | $3,069-50.5% | $11,404-86.7% |