Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $72,282 | $175,231-58.8% | $149,696-51.7% | $139,466-48.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.43% | 166.77%-158.3pp | 134.46%-126.0pp | 373.66%-365.2pp |
| Employer contribution / active EE | $11,606 | $5,478+111.9% | $4,821+140.7% | $4,754+144.1% |
| Participant deferral / active EE | $10,687 | $6,521+63.9% | $5,682+88.1% | $6,712+59.2% |
| Admin fee / account holder | $746 | $16,155-95.4% | $13,212-94.4% | $11,409-93.5% |