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 | $104,426 | $197,637-47.2% | $177,848-41.3% | $158,982-34.3% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 3.55% | 58.77%-55.2pp | 48.33%-44.8pp | 302.99%-299.4pp |
| Employer contribution / active EE | $4,542 | $6,698-32.2% | $5,919-23.3% | $4,763-4.6% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $34,717 | $15,406+125.3% | $12,431+179.3% | $11,252+208.6% |