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 | $109,526 | $146,267-25.1% | $197,124-44.4% | $82,448+32.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 4.78% | 29.61%-24.8pp | 44.34%-39.6pp | 41.64%-36.9pp |
| Employer contribution / active EE | $1,667 | $4,723-64.7% | $6,227-73.2% | $2,551-34.7% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,872 | $14,422-45.4% | $16,298-51.7% | $7,234+8.8% |