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 | $97,054 | $88,672+9.5% | $105,223-7.8% | $82,448+17.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 4.89% | 30.86%-26.0pp | 180.65%-175.8pp | 41.64%-36.7pp |
| Employer contribution / active EE | $3,434 | $3,048+12.7% | $3,689-6.9% | $2,551+34.6% |
| Participant deferral / active EE | $5,927 | $4,036+46.9% | $5,072+16.9% | $4,139+43.2% |
| Admin fee / account holder | $20,183 | $7,146+182.4% | $8,859+127.8% | $7,234+179.0% |