Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $225,768 | $64,920+247.8% | $103,693+117.7% | $86,983+159.6% |
| Participation rate | 97.1% | 63.6%+33.5pp | 72.6%+24.5pp | 69.5%+27.6pp |
| Annual return | 5.39% | 30.29%-24.9pp | 47.61%-42.2pp | 25.83%-20.4pp |
| Employer contribution / active EE | $10,647 | $2,141+397.3% | $2,920+264.6% | $2,584+311.9% |
| Participant deferral / active EE | $10,595 | $3,241+226.9% | $4,579+131.4% | $4,194+152.6% |
| Admin fee / account holder | $15,538 | $6,191+151.0% | $7,858+97.7% | $7,856+97.8% |