Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $103,110 | $124,346-17.1% | $111,306-7.4% | $167,553-38.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 8.84% | 37.46%-28.6pp | 54.67%-45.8pp | 478.89%-470.1pp |
| Employer contribution / active EE | $10,259 | $3,438+198.4% | $2,732+275.5% | $4,840+112.0% |
| Participant deferral / active EE | $8,022 | $5,182+54.8% | $4,488+78.8% | $6,343+26.5% |
| Admin fee / account holder | $58,899 | $10,623+454.5% | $7,966+639.4% | $12,316+378.2% |