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 | $89,482 | $166,268-46.2% | $165,100-45.8% | $145,897-38.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.78% | 100.52%-93.7pp | 70.21%-63.4pp | 552.29%-545.5pp |
| Employer contribution / active EE | $4,258 | $5,284-19.4% | $4,348-2.1% | $4,663-8.7% |
| Participant deferral / active EE | $9,876 | $6,964+41.8% | $6,035+63.6% | $6,689+47.6% |
| Admin fee / account holder | $19,518 | $16,659+17.2% | $12,696+53.7% | $13,390+45.8% |