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 | $198,629 | $172,111+15.4% | $150,298+32.2% | $137,256+44.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.53% | 69.37%-58.8pp | 62.79%-52.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,065 | $4,636-55.5% | $4,154-50.3% | $4,156-50.3% |
| Participant deferral / active EE | $4,122 | $6,166-33.1% | $5,453-24.4% | $6,407-35.7% |
| Admin fee / account holder | $29,070 | $16,471+76.5% | $14,116+105.9% | $12,270+136.9% |