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 | $99,531 | $102,429-2.8% | $147,096-32.3% | $80,925+23.0% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.0pp |
| Annual return | 11.08% | 135.02%-123.9pp | 419.75%-408.7pp | 35.65%-24.6pp |
| Employer contribution / active EE | $6,797 | $3,716+82.9% | $4,936+37.7% | $2,756+146.6% |
| Participant deferral / active EE | $4,353 | $6,649-34.5% | $8,071-46.1% | $4,299+1.3% |
| Admin fee / account holder | $3,980 | $7,957-50.0% | $13,005-69.4% | $6,940-42.6% |