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 | $205,446 | $182,442+12.6% | $163,379+25.7% | $138,895+47.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 7.14% | 72.74%-65.6pp | 63.41%-56.3pp | 145.39%-138.3pp |
| Employer contribution / active EE | $13,616 | $4,159+227.3% | $3,752+262.9% | $4,194+224.6% |
| Participant deferral / active EE | $1,875 | $6,817-72.5% | $6,282-70.2% | $6,396-70.7% |
| Admin fee / account holder | $7,803 | $10,396-24.9% | $9,818-20.5% | $12,562-37.9% |