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 | $59,784 | $108,825-45.1% | $156,181-61.7% | $82,448-27.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 6.71% | 20.59%-13.9pp | 64.87%-58.2pp | 41.64%-34.9pp |
| Employer contribution / active EE | $7,631 | $2,870+165.9% | $4,294+77.7% | $2,551+199.1% |
| Participant deferral / active EE | $5,183 | $4,577+13.2% | $6,132-15.5% | $4,139+25.2% |
| Admin fee / account holder | $614 | $9,341-93.4% | $14,586-95.8% | $7,234-91.5% |