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 | $165,227 | $86,294+91.5% | $111,303+48.4% | $85,856+92.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 7.97% | 19.99%-12.0pp | 54.66%-46.7pp | 318.58%-310.6pp |
| Employer contribution / active EE | $7,258 | $2,043+255.2% | $2,731+165.7% | $2,565+182.9% |
| Participant deferral / active EE | $9,317 | $3,641+155.9% | $4,487+107.6% | $3,952+135.8% |
| Admin fee / account holder | $68,201 | $8,189+732.8% | $7,966+756.2% | $6,261+989.4% |