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 | $162,202 | $102,429+58.4% | $147,096+10.3% | $80,925+100.4% |
| Participation rate | 86.0% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.4pp |
| Annual return | 8.79% | 135.02%-126.2pp | 419.75%-411.0pp | 35.65%-26.9pp |
| Employer contribution / active EE | $6,553 | $3,716+76.4% | $4,936+32.8% | $2,756+137.8% |
| Participant deferral / active EE | $7,496 | $6,649+12.7% | $8,071-7.1% | $4,299+74.4% |
| Admin fee / account holder | $11,542 | $7,957+45.1% | $13,005-11.3% | $6,940+66.3% |